Jeffery Marchini signed J. Marchini & SON, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J. Marchini & SON, Inc.'s EIN is 77-0226588.
Download the official 2024 Form 5500 (PDF) for J. Marchini & SON, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J. Marchini & SON, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | DRESHER, PA | RECORDKEEPER | $12K | — |
| HICKS PENSION SERVICES | 94-2158860 | FRESNO, CA | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGEWATER ADVISORY GROUP | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2040 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $408K | 14.0% |
| VANGUARD LIFESTRATEGY INCOME INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $396K | 13.6% |
| VANGUARD FEDERAL MONEY MARKET INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $235K | 8.1% |
| VANGUARD LIFESTRATEGY CONSV GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $192K | 6.6% |
| VANGUARD LIFESTRATEGY MODERATE GR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $172K | 5.9% |
| VANGUARD TARGET RETIREMENT 2055 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $147K | 5.1% |
| VANGUARD TARGET RETIREMENT 2035 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $142K | 4.9% |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $135K | 4.7% |
| AMERICAN FUNDS NEW PERSPECTIVE R6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $121K | 4.2% |
| VANGUARD TARGET RETIREMENT 2050 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $117K | 4.0% |
| VANGUARD TARGET RETIREMENT 2045 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $109K | 3.7% |
| VANGUARD SMALL-CAP VALUE INDEX ADM VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $104K | 3.6% |
| AMERICAN FUNDS SMALLCAP WORLD R6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $79K | 2.7% |
| AMERICAN FUNDS NEW WORLD R6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $75K | 2.6% |
| VANGUARD TARGET RETIREMENT 2030 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $69K | 2.4% |
| VANGUARD TARGET RETIREMENT 2060 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $66K | 2.3% |
| VANGUARD TARGET RETIREMENT 2025 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $65K | 2.2% |
| VANGUARD TOTAL STOCK MARKET INDEX A VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $56K | 1.9% |
| LORD ABBETT SHORT DURATION INCOME R VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $56K | 1.9% |
| VANGUARD TARGET RETIREMENT 2020 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $51K | 1.8% |
| PIMCO INCOME INSTL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $45K | 1.5% |
| VANGUARD TARGET RETIREMENT 2065 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $24K | 0.8% |
| VANGUARD TOTAL INTL BOND INDEX ADM VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $13K | 0.5% |
| VANGUARD LIFESTRATEGY GROWTH INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $8K | 0.3% |
| VANGUARD REAL ESTATE INDEX ADM VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $7K | 0.3% |
| VANGUARD 500 INDEX ADM VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $5K | 0.2% |
| VANGUARD SMALL-CAP GROWTH INDEX ADM VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FRESNO, CA |
| BROKER |
| $13K |
| — |
