Katherine Arias signed Jamestown Management Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jamestown Management Corp.'s EIN is 58-1745153.
Download the official 2024 Form 5500 (PDF) for Jamestown Management Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jamestown Management Corp.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANNON FINANCIAL STRATEGISTS, INC. | 58-2608124 | — | INVESTMENT ADVISORY | $118K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Total Return Instl Fund | Mutual Funds | — | $0 | $15.8M | 17.6% | |
| Fidelity Frdm Idx 2020 Inv Fd | Common Collective Trusts | — | $0 | $10.0M | 11.1% | |
| Fidelity Frdm Idx 2055 Inv Fd | Common Collective Trusts | — | $0 | $5.4M | 6.0% | |
| DFA US SmCap Value I Fund | Mutual Funds | — | $0 | $4.8M | 5.3% | |
| JP Morgan US Res Enh Eq I Fd | Other securities | — | $0 | $4.4M | 4.9% | |
| Fidelity Mid Cap Val Idx Fd | Common Collective Trusts | — | $0 | $3.7M | 4.1% | |
| Fidelity Frdm Idx 2050 Inv Fd | Common Collective Trusts | — | $0 | $3.4M | 3.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $3.4M | 3.8% | |
| Vgd Dividend Growth Inv Fund | Other securities | — | $0 | $3.4M | 3.7% | |
| Fidelity Frdm Idx 2040 Inv Fd | Common Collective Trusts | — | $0 | $3.0M | 3.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $3.0M | 3.4% | |
| Fidelity Frdm Idx 2045 Inv Fd | Common Collective Trusts | — | $0 | $2.9M | 3.2% | |
| Fidelity Frdm Idx 2025 Inv Fd | Common Collective Trusts | — | $0 | $2.4M | 2.7% | |
| Fidelity Mid Cap Gr Idx Fd | Common Collective Trusts | — | $0 | $2.1M | 2.4% | |
| Vanguard Sel Value Inv Fund | Mutual Funds | — | $0 | $2.1M | 2.3% | |
| Fidelity Frdm Idx 2065 Inv Fd | Common Collective Trusts | — | $0 | $2.1M | 2.3% | |
| Fidelity Frdm Idx 2035 Inv Fd | Common Collective Trusts | — | $0 | $2.0M | 2.3% | |
| Fidelity Frdm Idx 2030 Inv Fd | Common Collective Trusts | — | $0 | $2.0M | 2.3% | |
| Fid LC Val Index Fund | Common Collective Trusts | — | $0 | $1.9M | 2.1% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $1.8M | 2.0% | |
| Fid LC Gr Index Fund | Common Collective Trusts | — | $0 | $1.7M | 1.9% | |
| Fidelity Frdm Idx 2060 Inv Fd | Common Collective Trusts | — | $0 | $1.7M | 1.8% | |
| DFA US Large Cap Value I Fd | Mutual Funds | — | $0 | $1.3M | 1.4% | |
| Fidelity Frdm Idx Inc Inv Fd | Common Collective Trusts | — | $0 | $1.1M | 1.2% | |
| DFA Infl Protected Sec I Fund | Mutual Funds | — | $0 | $999K | 1.1% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | $0 | $829K | 0.9% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | $0 | $721K | 0.8% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $612K | 0.7% | |
| Vanguard Hi-Yld Corp Adm Fund | Mutual Funds | — | $0 | $564K | 0.6% | |
| Range of Interest Rates | Other securities | — | $0 | $490K | 0.5% | |
| Standard Stable Asset II Fund | Other securities | — | $0 | $304K | 0.3% | |
| DFA Emerg Mkt Core Eqty I Fd | Mutual Funds | — | $0 | $217K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
