Stephanie Vinson signed Jackson Kelly PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jackson Kelly PLLC's EIN is 55-0394215.
Download the official 2024 Form 5500 (PDF) for Jackson Kelly PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jackson Kelly PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$25 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPERIO RETIREMENT CONSULTING, IN | 20-4798483 | — | CONSULTANT | $44K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FISHER ASSETS MANAGEMENT | 20-2480800 | — | CONSULTANT | $33K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
| BUCKINGHAM STRATEGIC WEALTH LLC | 16-1728260 | — | CONSULTANT | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $10.4M | $15.4M | 10.5% | |
| COMMON STOCK | Common Stocks | — | $9.1M | $14.1M | 9.5% | |
| PGI BLUE CHIP EQ I PRINCIPAL GLOBAL INVESTORS TRUST · EIN 81-2446596 / PN 001 | Common Collective Trust | — | $7.3M | $10.7M | 7.2% | |
| JPMCB SR PB 2030 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | $6.8M | $10.0M | 6.8% | |
| JPMCB SR PB 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | $7.3M | $9.3M | 6.3% | |
| JPMCB SR PB 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | $5.7M | $7.8M | 5.3% | |
| ABF LG CAP VAL R5 | Other securities | — | $5.8M | $5.9M | 4.0% | |
| DFA US SM CAP VALUE | Mutual Funds | — | $5.1M | $5.5M | 3.7% | |
| JPMCB SR PB 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | $4.0M | $5.2M | 3.6% | |
| FID GOVT MMKT | Mutual Funds | — | $4.9M | $4.9M | 3.3% | |
| FIDELITY FUND | Mutual Funds | — | $4.3M | $4.8M | 3.3% | |
| JPMCB SR PB 2040 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | $2.7M | $4.5M | 3.1% | |
| PIM TOTAL RT INST | Other securities | — | $4.8M | $4.4M | 3.0% | |
| EXTERNAL FUND | Other securities | — | $3.5M | $3.8M | 2.6% | |
| JPMCB SR PB 2020 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | $2.6M | $3.5M | 2.4% | |
| CASH | Cash / Money Market | — | $3.1M | $3.1M | 2.1% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | $3.1M | $2.9M | 2.0% | |
| FID DIVERSFD INTL K6 | Mutual Funds | — | $3.0M | $2.9M | 2.0% | |
| FID INTL INDEX | Mutual Funds | — | $2.6M | $2.8M | 1.9% | |
| JPMCB SR PB 2050 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | $1.8M | $2.8M | 1.9% | |
| FID US BOND IDX | Common Collective Trusts | — | $2.8M | $2.6M | 1.7% | |
| INVS DEVELOP MKT Y | Other securities | — | $1.8M | $1.8M | 1.2% | |
| JPMCB SR PB 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | $1.2M | $1.6M | 1.1% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $1.2M | $1.6M | 1.1% | |
| CERT. OF DEP. | Other securities | — | $1.4M | $1.4M | 1.0% | |
| GOVERNMENT BOND | U.S. Treasuries | — | $1.2M | $1.2M | 0.8% | |
| JPMCB SR PB INC CF JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | $877K | $1.1M | 0.8% | |
| TRP SPECTRUM INCOME | Other securities | — | $1.2M | $1.1M | 0.8% | |
| FT BEHAV SM-CP GR R6 | Other securities | — | $768K | $774K | 0.5% | |
| FID ASSET MGR 60% | Mutual Funds | — | $561K | $667K | 0.5% | |
| AQR RB CMD STRAT R6 | Other securities | — | $611K | $604K | 0.4% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $631K | $570K | 0.4% | |
| PIF REAL EST SEC R6 | Other securities | — | $603K | $562K | 0.4% | |
| * Participant Loans Interest rates: 4.25% to 9.50% | Bonds / Notes | — | $0 | $513K | 0.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $513K | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $490K | $490K | 0.3% | |
| MIP CL 2 | Other securities | — | $476K | $476K | 0.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $447K | 0.3% | |
| JPMCB SR PB 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | $324K | $381K | 0.3% | |
| MM MID CAP GRTH I | Other securities | — | $261K | $243K | 0.2% | |
| PREFERRED STOCK | Preferred Stocks | — | $144K | $151K | 0.1% | |
| JPMCB SR PB 2065 CF JP MORGAN CHASE BANK, N.A. · EIN 92-0285683 / PN 001 | Common Collective Trust | — | $59K | $60K | <0.1% | |
| NON INTEREST BEARING CASH | Cash / Money Market | — | — | $31K | <0.1% |
