AMY Anzalone signed JCJ-Raleigh, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JCJ-Raleigh, LLC's EIN is 63-1284962.
Download the official 2024 Form 5500 (PDF) for JCJ-Raleigh, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JCJ-Raleigh, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | NONE | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $3.8M | 73.5% | |
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY TRUST · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $1.2M | 22.9% | |
| FLEXPATH INDEX+ MODERATE RETIRE R1 GREAT GRAY TRUST · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $1.2M | 22.1% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.0M | 20.0% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY TRUST · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $767K | 14.7% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY TRUST · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $600K | 11.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $225K | 4.3% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R1 GREAT GRAY TRUST · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $111K | 2.1% | |
| [Assets held in participant loans] | Other | — | — | $107K | 2.0% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE R GREAT GRAY TRUST · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $5K | 0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 R GREAT GRAY TRUST · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY TRUST · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY TRUST · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
