Steve Cruz signed Jet Research Development, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jet Research Development, Inc.'s EIN is 59-1427152.
Download the official 2023 Form 5500 (PDF) for Jet Research Development, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Jet Research Development, Inc.'s plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $941 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $14.0M | 90.2% | |
| Mutual of America Group Annuity Contract -T Rowe Price Blue Chip Growth Portfolio | Mutual Funds | — | — | $4.2M | 27.1% | |
| Mutual of America Group Annuity Contract -Interest Accumulation Account | Common Stocks | — | — | $1.5M | 9.8% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund | Common Stocks | — | — | $994K | 6.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund | Common Collective Trusts | — | — | $928K | 6.0% | |
| Mutual of America Group Annuity Contract -Vanguard VIF International | Mutual Funds | — | — | $718K | 4.6% | |
| Mutual of America Group Annuity Contract -2030 Retirement Fund | Common Stocks | — | — | $713K | 4.6% | |
| Mutual of America Group Annuity Contract -2025 Retirement Fund | Common Stocks | — | — | $668K | 4.3% | |
| Mutual of America Group Annuity Contract -Fidelity VIP Contrafund Portfolio | Mutual Funds | — | — | $597K | 3.8% | |
| Mutual of America Group Annuity Contract -Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $575K | 3.7% | |
| Mutual of America Group Annuity Contract -VIP Equity Income Portfolio | Common Stocks | — | — | $561K | 3.6% | |
| Mutual of America Group Annuity Contract -Invesco VI Main Street Fund | Mutual Funds | — | — | $538K | 3.5% | |
| Mutual of America Group Annuity Contract -American Century VP Cap Apprec | Common Stocks | — | — | $490K | 3.1% | |
| Mutual of America Group Annuity Contract -2035 Retirement Fund | Common Stocks | — | — | $402K | 2.6% | |
| Mutual of America Group Annuity Contract -Vanguard VIF Real Estate Index Portfolio | Mutual Funds | — | — | $390K | 2.5% | |
| Mutual of America Group Annuity Contract -2040 Retirement Fund | Common Stocks | — | — | $366K | 2.4% | |
| Mutual of America Group Annuity Contract -Aggressive Allocation Fund | Common Stocks | — | — | $302K | 1.9% | |
| Mutual of America Group Annuity Contract -Vanguard Total Bond Mkt I Prt | Mutual Funds | — | — | $301K | 1.9% | |
| Mutual of America Group Annuity Contract -2050 Retirement Fund | Common Stocks | — | — | $282K | 1.8% | |
| Mutual of America Participant Loans -Interest rates varying 4.25% - 9.25% | Bonds / Notes | — | — | $135K | 0.9% | |
| Mutual of America Group Annuity Contract -Conservative Allocation Account | Common Stocks | — | — | $131K | 0.8% | |
| Mutual of America Group Annuity Contract -Mutual of America Small Cap Equity Index Fund | Common Collective Trusts | — | — | $121K | 0.8% | |
| Mutual of America Group Annuity Contract -Intermediate Bond Fund | Common Stocks | — | — | $115K | 0.7% | |
| . PARTICIPANT LOANS Mutual of America Loan Fund | Participant loans | — | — | $90K | 0.6% | |
| Mutual of America Group Annuity Contract -Fidelity VIP Mid Cap Portfolio | Mutual Funds | — | — | $77K | 0.5% | |
| Mutual of America Group Annuity Contract -Small Cap Growth Fund | Common Stocks | — | — | $60K | 0.4% | |
| Mutual of America Group Annuity Contract -2045 Retirement Fund | Common Stocks | — | — | $60K | 0.4% | |
| Mutual of America Group Annuity Contract -DWS Capital Growth VIP | Common Stocks | — | — | $60K | 0.4% | |
| Mutual of America Group Annuity Contract -2015 Retirement Fund 707 * Mutual of America Group Annuity Contract -2020 Retirement Fund | Common Stocks | — | — | $59K | 0.4% | |
| Mutual of America Group Annuity Contract -2055 Retirement Fund | Common Stocks | — | — | $48K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America Deemed Loan Fund | Common Stocks | — | — | $45K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund | Common Stocks | — | — | $43K | 0.3% | |
| Mutual of America Group Annuity Contract -2060 Retirement Fund | Common Stocks | — | — | $33K | 0.2% | |
| Mutual of America Group Annuity Contract -Goldman Sachs VIT US Equity Insights Fund 228 * Mutual of America Group Annuity Contract -American Funds IS New World | Mutual Funds | — | — | $19K | 0.1% | |
| Mutual of America Group Annuity Contract -Vanguard VIF Diversified Value | Mutual Funds | — | — | $19K | 0.1% | |
| Mutual of America Group Annuity Contract -Mid Cap Value Fund | Common Stocks | — | — | $13K | <0.1% | |
| Mutual of America Group Annuity Contract -Goldman Sachs VIT Small Cap Equity Insights Fund | Common Stocks | — | — | $5K | <0.1% | |
| Mutual of America Group Annuity Contract -Delaware VIP Small Cap Value Series | Common Stocks | — | — | $4K | <0.1% | |
| Mutual of America Group Annuity Contract -Balance Fund | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
