LISA Casteel signed Jackson Clinic Professional Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jackson Clinic Professional Association's EIN is 62-0555660.
Download the official 2024 Form 5500 (PDF) for Jackson Clinic Professional Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jackson Clinic Professional Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST HORIZON ADVISORS INC | — | MEMPHIS, TN | NONE | $87K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard US Growth - Adm; 125,497.412 shares | Mutual Funds | — | $125K | $23.2M | 13.7% | |
| American Funds Income Fund R6; 855,218.892 shares | Mutual Funds | — | $855K | $20.9M | 12.4% | |
| Vanguard Windsor II Adm; 166,386.208 shares | Mutual Funds | — | $166K | $13.1M | 7.7% | |
| Vanguard Mid Capitalization Index 1; 179,029.443 shares | Mutual Funds | — | $179K | $12.9M | 7.6% | |
| Vanguard 500 Index Admiral; 20,604.730 shares | Common Collective Trusts | — | $21K | $11.2M | 6.6% | |
| American Funds Fundamental Invs R6; 125,370.132 shares | Mutual Funds | — | $125K | $10.1M | 6.0% | |
| Common collective trust *MetLife Stable Value Solutions-J; 428,667.397 shares | Stable Value | — | $429K | $9.2M | 5.4% | |
| WT CIT III FOR METLIFE GAC 25554 J WILMINGTON METLIFE STABLE VALUE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $9.2M | 5.4% | |
| American Funds Europacific Growth R6 Fund; 161,551.312 shares | Mutual Funds | — | $162K | $8.7M | 5.1% | |
| JP Morgan Small Cap Equity-R6; 120,717.093 shares | Other securities | — | $121K | $6.6M | 3.9% | |
| Metropolitan West Total Ret BD-1; 657,407.333 shares | Other securities | — | $657K | $5.8M | 3.4% | |
| T.Rowe Price Retirement 2045-I; 220,385.847 shares | Other securities | — | $220K | $4.9M | 2.9% | |
| T.Rowe Price Retirement 2025-I; 289,323.636 shares | Other securities | — | $289K | $4.8M | 2.8% | |
| T.Rowe Price Retirement 2040-I; 155,212.997 shares | Other securities | — | $155K | $4.7M | 2.8% | |
| T.Rowe Price Retirement 2035-I; 222,618.402 shares | Other securities | — | $223K | $4.7M | 2.8% | |
| T.Rowe Price Retirement 2020-I; 200,151.627 shares | Other securities | — | $200K | $3.7M | 2.2% | |
| American Funds New World-R6; 46,589.074 shares | Mutual Funds | — | $47K | $3.6M | 2.1% | |
| Dodge & Cox Income-X; 268,765.090 shares | Mutual Funds | — | $269K | $3.3M | 2.0% | |
| Vanguard Small Cap Index - Adm; 19,968.748 shares | Mutual Funds | — | $20K | $2.3M | 1.4% | |
| T.Rowe Price Retirement 2055-I; 111,590.099 shares | Other securities | — | $112K | $2.2M | 1.3% | |
| T.Rowe Price Retirement 2050-I; 106,072.357 shares | Other securities | — | $106K | $2.0M | 1.2% | |
| T.Rowe Price Retirement 2030-I; 77,461.289 shares | Other securities | — | $77K | $2.0M | 1.2% | |
| Vanguard Interm-Term Bnd Ind - Adm; 178,463.608 shares | Mutual Funds | — | $178K | $1.8M | 1.1% | |
| Vanguard Dev Mkt Index - Adm; 88,958.442 shares | Mutual Funds | — | $89K | $1.4M | 0.8% | |
| DFA Real Estate Securities-I; 28,054.382 shares | Mutual Funds | — | $28K | $1.1M | 0.7% | |
| T.Rowe Price Retirement 2010-I; 64,284.421 shares | Other securities | — | $64K | $974K | 0.6% | |
| Schwab SDB Securities; 902,991.840 shares | Mutual Funds | — | $903K | $903K | 0.5% | |
| T.Rowe Price Retirement 2060-I; 35,709.266 shares | Other securities | — | $36K | $592K | 0.4% | |
| Self-directed brokerage accounts Schwab SDB Sweep Program; 283,931.030 shares | Self-Directed Brokerage | — | $284K | $284K | 0.2% | |
| T.Rowe Price Retirement 2015-I; 12,078.670 shares | Other securities | — | $12K | $152K | <0.1% | |
| T.Rowe Price Spectrum Mod Growth Alloc-I; 2,018.805 shares | Other securities | — | $2K | $78K | <0.1% | |
| Schwab SDB Securities Roth; 40,798.440 shares | Mutual Funds | — | $41K | $41K | <0.1% | |
| Schwab SDB Sweep Program Roth; 19,990.150 shares | Mutual Funds | — | $20K | $20K | <0.1% | |
| T.Rowe Price Spectrum Conserve Alloc-I; 608.386 shares | Other securities | — | — | $12K | <0.1% | |
| T.Rowe Price Spectrum Mod Alloc-I; 436.576 shares | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $44 | — |
