John Brown signed TJC Mortgage, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TJC Mortgage, Inc.'s EIN is 75-3197409.
Download the official 2024 Form 5500 (PDF) for TJC Mortgage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TJC Mortgage, 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 |
|---|---|---|---|---|---|
| T. ROWE PRICE TRUST COMPANY | 52-1309931 | — | RECORDKEEPER | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Blend 2045 Mutual fund account | Other securities | — | — | $2.2M | 19.6% | |
| Vanguard 500 Index Admiral Mutual fund account | Common Collective Trusts | — | — | $1.8M | 15.9% | |
| T. Rowe Price Retirement Blend 2040 Mutual fund account | Other securities | — | — | $1.2M | 11.1% | |
| T. Rowe Price Blue Chip Growth Fund Mutual fund account | Other securities | — | — | $1.1M | 9.7% | |
| T. Rowe Price Retirement Blend 2055 Mutual fund account | Other securities | — | — | $511K | 4.6% | |
| T. Rowe Price Retirement Blend 2050 Mutual fund account | Other securities | — | — | $478K | 4.3% | |
| T. Rowe Price Retirement Blend 2035 Mutual fund account | Other securities | — | — | $469K | 4.2% | |
| Columbia Small Cap Growth Institutional 3 Mutual fund account | Other securities | — | — | $427K | 3.8% | |
| T. Rowe Price Retirement Blend 2025 Mutual fund account | Other securities | — | — | $368K | 3.3% | |
| Participant Loans 1% over the prime interest rate | Participant loans | — | — | $324K | 2.9% | |
| TRP STABLE VALUE FUND SCHEDULE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $321K | 2.9% | |
| JPMorgan Mid Cap Equity R6 Mutual fund account | Other securities | — | — | $218K | 2.0% | |
| PGIM High-Yield R6 Mutual fund account | Other securities | — | — | $214K | 1.9% | |
| T. Rowe Price Retirement Blend 2060 Mutual fund account | Other securities | — | — | $209K | 1.9% | |
| MFS New Discovery Value R4 Mutual fund account | Mutual Funds | — | — | $186K | 1.7% | |
| Vanguard Total Bond Market Index Mutual fund account | Mutual Funds | — | — | $167K | 1.5% | |
| Vanguard Small Cap Index Admiral Mutual fund account | Mutual Funds | — | — | $138K | 1.2% | |
| Blackrock Total Return Fund K Mutual fund account | Other securities | — | — | $133K | 1.2% | |
| MFS Value R6 Mutual fund account | Mutual Funds | — | — | $126K | 1.1% | |
| T. Rowe Price Retirement Blend 2030 Mutual fund account | Other securities | — | — | $76K | 0.7% | |
| T. Rowe Price Overseas Stock Fund Mutual fund account | Other securities | — | — | $75K | 0.7% | |
| DFA Inflation Protected Securities Portfolio Institutional Mutual fund account | Mutual Funds | — | — | $74K | 0.7% | |
| Vanguard Emerging Markets Stock Index Admiral Mutual fund account | Mutual Funds | — | — | $71K | 0.6% | |
| Cohen & Steers Real Estate Securities Z Mutual fund account | Other securities | — | — | $64K | 0.6% | |
| T. Rowe Price Retirement Blend 2065 Mutual fund account | Other securities | — | — | $59K | 0.5% | |
| Nuveen International Equity Index R6 Mutual fund account | Common Collective Trusts | — | — | $51K | 0.5% | |
| DFA Commodity Strategy Institutional Mutual fund account | Mutual Funds | — | — | $32K | 0.3% | |
| T. Rowe Price Retirement Blend 2010 Mutual fund account | Other securities | — | — | $27K | 0.2% | |
| T. Rowe Price Retirement Blend 2015 Mutual fund account 791 T. Rowe Price Retirement Blend 2020 Mutual fund account | Other securities | — | — | $7K | <0.1% | |
| T. Rowe Price Retirement Blend 2005 Mutual fund account | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
