Jackson Academy, Inc.'s EIN is 64-6012819.
Download the official 2024 Form 5500 (PDF) for Jackson Academy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jackson Academy, Inc.'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 |
|---|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | 41-0417830 | — | NONE | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $16.0M | 90.4% | |
| Minnesota Life Schwab S&P 500 Index PSA Not applicable | Pooled Separate Accounts | — | — | $3.9M | 22.0% | |
| Minnesota Life Nuveen International Equity Index PSA Not applicable | Pooled Separate Accounts | — | — | $2.1M | 11.7% | |
| Minnesota Life Vanguard Total Bond Mkt Idx Adm PSA Not applicable | Pooled Separate Accounts | — | — | $1.7M | 9.8% | |
| Minnesota Life ML Guaranteed Return Acdt GIC Not applicable | Stable Value | — | — | $1.6M | 9.1% | |
| Minnesota Life JPMorgan Large Cap Growth PSA Not applicable | Pooled Separate Accounts | — | — | $1.5M | 8.4% | |
| Minnesota Life Vanguard Extended Mkt Idx Adm PSA Not applicable | Pooled Separate Accounts | — | — | $1.4M | 7.7% | |
| Minnesota Life Vanguard Life Strategy Moderate Growth PSA Not applicable | Pooled Separate Accounts | — | — | $1.1M | 6.1% | |
| Minnesota Life Vanguard LifeStrategy Growth PSA Not applicable | Pooled Separate Accounts | — | — | $595K | 3.4% | |
| Minnesota Life Vanguard Equity-Income Adm PSA Not applicable | Pooled Separate Accounts | — | — | $590K | 3.3% | |
| Minnesota Life Wellington Disciplined US Equity PSA Not applicable | Pooled Separate Accounts | — | — | $581K | 3.3% | |
| Minnesota Life Dodge & Cox Stock Fund PSA Not applicable | Pooled Separate Accounts | — | — | $578K | 3.3% | |
| Minnesota Life Vanguard Interm Bond Idx Adm PSA Not applicable | Pooled Separate Accounts | — | — | $488K | 2.8% | |
| Minnesota Life Vanguard LifeStrategy Conservative Growth PSA Not applicable | Pooled Separate Accounts | — | — | $319K | 1.8% | |
| Minnesota Life Fidelity Emerging Markets Idx PSA Not applicable 751 * Minnesota Life Hood River Small Cap Gro Instl PSA Not applicable | Pooled Separate Accounts | — | — | $307K | 1.7% | |
| Minnesota Life Allspring Special Small Cap VL PSA Not applicable | Pooled Separate Accounts | — | — | $217K | 1.2% | |
| Minnesota Life Cohen & Steers RE PSA Not applicable | Pooled Separate Accounts | — | — | $139K | 0.8% | |
| Minnesota Life MFS Mid Cap Growth PSA Not applicable | Pooled Separate Accounts | — | — | $132K | 0.7% | |
| Minnesota Life MFS Mid Cap Value R3 PSA Not applicable | Pooled Separate Accounts | — | — | $130K | 0.7% | |
| Notes receivable - participants Maturity - various; interest - 3.75 - 9.00% - | Bonds / Notes | — | — | $88K | 0.5% | |
| Minnesota Life T. Rowe Price Small Cap Stock PSA Not applicable | Pooled Separate Accounts | — | — | $88K | 0.5% | |
| Minnesota Life Morgan Stanley Instl Intl Opp PSA Not applicable | Pooled Separate Accounts | — | — | $76K | 0.4% | |
| Minnesota Life Dodge & Cox Intl Stock Fund PSA Not applicable | Pooled Separate Accounts | — | — | $68K | 0.4% | |
| Minnesota Life American Funds Cap World Bond PSA Not applicable | Pooled Separate Accounts | — | — | $45K | 0.3% | |
| Minnesota Life Ishares Russell SMMDCap Idx PSA Not applicable | Pooled Separate Accounts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
