JADE Jolivette signed J.B Poindexter & Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J.B Poindexter & Co., Inc.'s EIN is 76-0312814.
Download the official 2024 Form 5500 (PDF) for J.B Poindexter & Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.B Poindexter & Co., Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $371K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $63K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed investment * Guaranteed Income Fund contract - | Other securities | — | — | $46.4M | 16.8% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $26.0M | 9.4% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $20.9M | 7.6% | |
| CORE PLUS BOND / REAMS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 040 | Pooled Separate Account | — | — | $15.5M | 5.6% | |
| LARGE CAP VALUE (SUB-ADV BY WELLING EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 184 | Pooled Separate Account | — | — | $14.5M | 5.3% | |
| American Funds Invmt Co of America R6 Mutual fund - | Mutual Funds | — | — | $14.3M | 5.2% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $11.6M | 4.2% | |
| MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $11.0M | 4.0% | |
| JPMorgan SmartRetirement Blend 2030 R6 Mutual fund - | Other securities | — | — | $10.8M | 3.9% | |
| JPMorgan SmartRetirement Blend 2035 R6 Mutual fund - | Other securities | — | — | $10.6M | 3.8% | |
| MCV/Wellington Pool separate accounts - | Pooled Separate Accounts | — | — | $10.3M | 3.8% | |
| MID CAP VAL (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 187 | Pooled Separate Account | — | — | $10.3M | 3.8% | |
| Fidelity Puritan Mutual fund - | Mutual Funds | — | — | $8.7M | 3.2% | |
| JPMorgan SmartRetirement Blend 2060 R6 Mutual fund - | Other securities | — | — | $8.2M | 3.0% | |
| JPMorgan SmartRetirement Blend 2045 R6 Mutual fund - | Other securities | — | — | $7.9M | 2.9% | |
| JPMorgan SmartRetirement Blend 2040 R6 Mutual fund - | Other securities | — | — | $7.3M | 2.6% | |
| American Funds Growth Fund of Amer R6 Mutual fund - | Mutual Funds | — | — | $7.2M | 2.6% | |
| JPMorgan SmartRetirement Blend 2050 R6 Mutual fund - | Other securities | — | — | $6.3M | 2.3% | |
| SMALL CP VAL / SILVERCREST ASSET MN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 126 | Pooled Separate Account | — | — | $6.1M | 2.2% | |
| JPMorgan SmartRetirement Blend 2055 R6 Mutual fund - | Other securities | — | — | $5.7M | 2.1% | |
| JPMorgan SmartRetirement Blend 2025 R6 Mutual fund | Other securities | — | — | $5.2M | 1.9% | |
| KAYNE ANDERSON RUDNICK SC SUST GR C SEI INVESTMENTS · EIN 47-2579333 / PN 078 | Common Collective Trust | — | — | $4.0M | 1.4% | |
| MFS Technology R6 Mutual fund - | Mutual Funds | — | — | $3.6M | 1.3% | |
| JPMorgan SmartRetirement Blend 2020 R6 Mutual fund - | Other securities | — | — | $1.7M | 0.6% | |
| JPMorgan SmartRetirement Blend Inc R6 Mutual fund - | Common Stocks | — | — | $1.1M | 0.4% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $596K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
