Heather Turner signed Jaggaer, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jaggaer, LLC's EIN is 56-2127592.
Download the official 2024 Form 5500 (PDF) for Jaggaer, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jaggaer, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | INVESTMENT ADVISOR | $33K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $13.3M | 15.7% | |
| MYWAYRETIRE 2035 R GREAT GRAY TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $12.6M | 14.9% | |
| MWR LARGE CAP GR R GREAT GRAY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $8.9M | 10.5% | |
| MYWAYRETIRE 2030 R GREAT GRAY TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $8.1M | 9.6% | |
| MYWAYRETIRE 2040 R GREAT GRAY TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $6.6M | 7.8% | |
| MYWAYRETIRE 2045 R GREAT GRAY TRUST COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $6.2M | 7.3% | |
| Fidelity MyWayRetirement Index Retirement Fund R | Mutual Funds | — | — | $4.4M | 5.2% | |
| MYWAYRETIRE RET R GREAT GRAY TRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $4.4M | 5.2% | |
| MYWAYRETIRE 2050 R GREAT GRAY TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $4.4M | 5.2% | |
| MYWAYRETIRE 2055 R GREAT GRAY TRUST COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $2.7M | 3.2% | |
| MWR LARGE CAP VAL R GREAT GRAY · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $2.2M | 2.6% | |
| MWR MID CAP GROWTH GREAT GRAY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $2.1M | 2.5% | |
| BR MID CAP EQ IDX 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.6M | 1.9% | |
| MWR SMALL CAP GR R GREAT GRAY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| Fidelity MyWayRetirement Multi-Sector Bond Fund R | Mutual Funds | — | — | $1.4M | 1.6% | |
| MWR MULTI-SECT BD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| Fidelity MyWayRetirement International Growth Fund R | Mutual Funds | — | — | $1.2M | 1.4% | |
| MWR INTL GROWTH R GREAT GRAY · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| MWR SMALL CAP VAL R GREAT GRAY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| MWR MID CAP VALUE R GREAT GRAY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| Fidelity MyWayRetirement Emerging Markets Fund R | Mutual Funds | — | — | $994K | 1.2% | |
| MWR EMERGING MKTS R GREAT GRAY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $994K | 1.2% | |
| BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $960K | 1.1% | |
| MYWAYRETIRE 2060 R GREAT GRAY TRUST COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $744K | 0.9% | |
| BlackRock Russell 2000 Index Fund R | Common Collective Trusts | — | — | $692K | 0.8% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $692K | 0.8% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $661K | 0.8% | |
| MWR CORE BOND R GREAT GRAY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $634K | 0.7% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $258K | 0.3% | |
| Fidelity MyWayRetirement International Value Fund R | Mutual Funds | — | — | $87K | 0.1% | |
| MWR INTL VALUE R GREAT GRAY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $87K | 0.1% | |
| MWR REAL ESTATE R GREAT GRAY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $83K | <0.1% | |
| MWR GLOBAL BOND R GREAT GRAY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $28K | <0.1% | |
| MYWAYRETIRE 2065 R GREAT GRAY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $25K | <0.1% | |
| MWR BALANCED R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139866 / PN 644 | Common Collective Trust | — | — | $20K | <0.1% | |
| BR US TIPS INDEX 1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $16K | <0.1% | |
| MWR COMMODITIES R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIRE 2025 R GREAT GRAY TRUST COMPANY · EIN 38-4065299 / PN 383 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
