Morgan Hill signed Jones Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jones Company, LLC's EIN is 62-1296826.
Download the official 2024 Form 5500 (PDF) for Jones Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jones Company, LLC'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 | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management & Research Fidelity Adv Eq Growth I Fund 106,018.20 shares | Mutual Funds | — | $106K | $2.5M | 27.2% | |
| Fidelity Management & Research Fidelity 500 Index Fund 7,962.09 shares | Common Collective Trusts | — | $8K | $1.6M | 17.8% | |
| Capital Research And Mgmt Co Am Fds 2035 Trgt Dte Rtm R6 Fd 62,671.73 shares | Common Stocks | — | $63K | $1.2M | 13.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | $17K | $1.0M | 11.3% | |
| Capital Research And Mgmt Co Am Fds 2025 Trgt Dte Rtm R6 Fd 25,981.08 shares | Common Stocks | — | $26K | $395K | 4.3% | |
| PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | $36K | $365K | 4.0% | |
| Capital Research And Mgmt Co Am Fds 2045 Trgt Dte Rtm R6 Fd 13,643.66 shares | Common Stocks | — | $14K | $289K | 3.2% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $8K | $255K | 2.8% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund 2,155.87 shares | Mutual Funds | — | $2K | $248K | 2.7% | |
| Capital Research And Mgmt Co Am Fds 2015 Trgt Dte Rtm R6 Fd 19,800.26 shares | Common Stocks | — | $20K | $243K | 2.7% | |
| Capital Research And Mgmt Co Am Fds 2030 Trgt Dte Rtm R6 Fd 13,831.62 shares | Common Stocks | — | $14K | $239K | 2.6% | |
| Capital Research And Mgmt Co Am Fds 2040 Trgt Dte Rtm R6 Fd 9,767.42 shares | Common Stocks | — | $10K | $201K | 2.2% | |
| Capital Research And Mgmt Co American Funds Newprsp R6 Fnd 2,926.53 shares | Mutual Funds | — | $3K | $182K | 2.0% | |
| Capital Research And Mgmt Co Am Fds 2055 Trgt Dte Rtm R6 Fd 3,085.95 shares | Common Stocks | — | $3K | $82K | 0.9% | |
| Capital Research And Mgmt Co Am Fds 2010 Trgt Dte Rtm R6 Fd 6,929.08 shares | Common Stocks | — | $7K | $81K | 0.9% | |
| Capital Research And Mgmt Co Am Fds 2020 Trgt Dte Rtm R6 Fd 5,023.56 shares | Common Stocks | — | $5K | $68K | 0.7% | |
| Capital Research And Mgmt Co Am Fds 2050 Trgt Dte Rtm R6 Fd 2,229.60 shares | Common Stocks | — | $2K | $47K | 0.5% | |
| Capital Research And Mgmt Co Am Fds 2060 Trgt Dte Rtm R6 Fd 2,403.73 shares | Common Stocks | — | $2K | $43K | 0.5% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $40K | 0.4% | |
| Vanguard Group Vanguard Intl Value Inv Fund 321.09 shares | Mutual Funds | — | — | $12K | 0.1% | |
| (E) | Other securities | — | $40K | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
