Plan Sponsor signed Ferche Millwork, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ferche Millwork, Inc.'s EIN is 52-1585944.
Download the official 2024 Form 5500 (PDF) for Ferche Millwork, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ferche Millwork, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $8K | — |
| EMPOWER ADVISORY GROUP, LLC | 13-2624428 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $301 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan JPMorgan Smartretirement Blend 2030 | Other securities | — | — | $5.0M | 36.4% | |
| JP Morgan JPMorgan Smartretirement Blend 2025 | Other securities | — | — | $3.4M | 24.2% | |
| JP Morgan JPMorgan Smartretirement Blend 2035 | Other securities | — | — | $1.5M | 10.6% | |
| JP Morgan JPMorgan Smartretirement Blend 2020 | Other securities | — | — | $1.1M | 7.9% | |
| JP Morgan JPMorgan Smartretirement Blend 2040 | Other securities | — | — | $1.1M | 7.7% | |
| JP Morgan JPMorgan Smartretirement Blend 2045 | Other securities | — | — | $873K | 6.3% | |
| JP Morgan JPMorgan Smartretirement Blend 2055 | Other securities | — | — | $212K | 1.5% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $128K | 0.9% | |
| JP Morgan JPMorgan Smartretirement Blend 2050 | Other securities | — | — | $120K | 0.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $120K | 0.9% | |
| JP Morgan JPMorgan Smartretirement Blend 2060 | Other securities | — | — | $77K | 0.6% | |
| Principal Blue Chip | Other securities | — | — | $47K | 0.3% | |
| IShares S&P 500 Index | Common Collective Trusts | — | — | $35K | 0.3% | |
| Janus Henderson Janus Henderson Enterprise | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $22K | 0.2% | |
| American Funds American Century Small Cap Growth | Mutual Funds | — | — | $22K | 0.2% | |
| Vanguard Wellesley Income | Mutual Funds | — | — | $20K | 0.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $19K | 0.1% | |
| American Funds American Funds American Balanced | Mutual Funds | — | — | $15K | 0.1% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| Vanguard GNMA | Agency / Mortgage-Backed | — | — | $13K | <0.1% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| JP Morgan JPMorgan Smartretirement Blend 2065 | Other securities | — | — | $8K | <0.1% | |
| JP Morgan JP Morgan Equity Income | Other securities | — | — | $8K | <0.1% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds American Funds Europacific | Mutual Funds | — | — | $3K | <0.1% | |
| JP Morgan JPMorgan Smartretirement Blend Income | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
