Caryn Conlon signed JCM Business Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JCM Business Solutions, LLC's EIN is 61-1600949.
Download the official 2024 Form 5500 (PDF) for JCM Business Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JCM Business Solutions, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $769K | 14.0% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $727K | 13.3% | |
| GOLDMAN SACHS US MORTGAGES A 498 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $442K | 8.1% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $413K | 7.5% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $363K | 6.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $345K | 6.3% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $304K | 5.5% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $273K | 5.0% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $269K | 4.9% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $255K | 4.7% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $232K | 4.2% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $137K | 2.5% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $129K | 2.4% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $92K | 1.7% | |
| JPMORGAN US SMALL COMPANY A | Registered Investment Companies | — | — | $77K | 1.4% | |
| PIONEER BOND FUND - A | Registered Investment Companies | — | — | $73K | 1.3% | |
| VIRTUS SGA EMERGING MKTS EQ A | Registered Investment Companies | — | — | $55K | 1.0% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $55K | 1.0% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $46K | 0.8% | |
| JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $42K | 0.8% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $41K | 0.7% | |
| AC STRAT ALLOC MOD FUND - A 416 REGISTERED INVESTMENT COMPANY BLK MID CAP GR EQTY PRT - SVC | Registered Investment Companies | — | — | $32K | 0.6% | |
| FEDERATED HERMES INTL LEADERS | Registered Investment Companies | — | — | $31K | 0.6% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $25K | 0.4% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $21K | 0.4% | |
| PUTNAM CORE EQUITY A | Registered Investment Companies | — | — | $19K | 0.4% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $18K | 0.3% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $9K | 0.2% | |
| INVESCO GLOBAL OPPS - A | Registered Investment Companies | — | — | $8K | 0.1% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $7K | 0.1% | |
| FID ADV INT SMALL CAP A | Registered Investment Companies | — | — | $5K | <0.1% | |
| TRANSAMERICA INTL EQUITY A | Registered Investment Companies | — | — | $4K | <0.1% | |
| PRINCIPAL BLUE CHIP R3 | Registered Investment Companies | — | — | $3K | <0.1% | |
| BNYM SMALL MID CAP GROWTH A | Registered Investment Companies | — | — | $3K | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $3K | <0.1% | |
| NTW GENEVA SC GROWTH A | Registered Investment Companies | — | — | $3K | <0.1% | |
| WILLIAM BLAIR INTL LEADERS N | Registered Investment Companies | — | — | $2K | <0.1% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $2K | <0.1% | |
| NUVEEN MID CAP VALUE 1 FUNDA | Registered Investment Companies | — | — | $2K | <0.1% | |
| C&S REAL EST SECURITIES R | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
