Kaylene Kajioka signed MJC, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MJC, Inc.'s EIN is 80-0511605.
Download the official 2024 Form 5500 (PDF) for MJC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MJC, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | ADVISOR | $14K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 190,111 units a | Mutual Funds | — | — | $2.9M | 15.0% | |
| MASSMTL POOLED STABLE TRUST CLASS R MASSMUTUAL · EIN 38-7271376 / PN 757 | Common Collective Trust | — | — | $2.5M | 13.2% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 94,606 units a | Mutual Funds | — | — | $1.9M | 10.1% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 80,421 units a | Mutual Funds | — | — | $1.7M | 8.9% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 111,246 units a | Mutual Funds | — | — | $1.5M | 7.8% | |
| VANGUARD 500 INDEX ADMIRAL 2,041 units a | Common Collective Trusts | — | — | $1.1M | 5.8% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 57,876 units a | Mutual Funds | — | — | $1.1M | 5.7% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 54,775 units a | Mutual Funds | — | — | $947K | 4.9% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 45,249 units a | Mutual Funds | — | — | $946K | 4.9% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 22,779 units a | Mutual Funds | — | — | $602K | 3.1% | |
| with maturity dates through April 2039 - | Other securities | — | — | $576K | 3.0% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $565K | 2.9% | |
| JPMORGAN U.S. RESEARCH ENHANCED EQUITY R6 12,486 units a | Other securities | — | — | $542K | 2.8% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 25,830 units a | Mutual Funds | — | — | $463K | 2.4% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 35,584 units a | Mutual Funds | — | — | $413K | 2.1% | |
| JPMORGAN LARGE CAP GROWTH R6 4,690 units a | Other securities | — | — | $393K | 2.0% | |
| DFA INVESTMENT GRADE I 29,916 units a | Mutual Funds | — | — | $295K | 1.5% | |
| VANGUARD DVLP MRKTS INDX ADMRL 15,754 units a | Mutual Funds | — | — | $242K | 1.3% | |
| Vanguard Developed Mkt Idx Admiral | Common Collective Trusts | — | — | $242K | 1.3% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 19,535 units a | Mutual Funds | — | — | $239K | 1.2% | |
| CLEARBRIDGE INTERNATIONAL GROWTH IS 2,758 units a | Other securities | — | — | $178K | 0.9% | |
| Legg Mason/Western Asset ClearBridge Intl Gr IS | Other securities | — | — | $178K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADM 1,108 units a | Mutual Funds | — | — | $128K | 0.7% | |
| MACQUARIE MID CAP GROWTH R6 3,743 units a | Other securities | — | — | $112K | 0.6% | |
| VANGUARD MID CAP INDEX ADM 269 units a | Mutual Funds | — | — | $88K | 0.5% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 4,380 units a | Mutual Funds | — | — | $77K | 0.4% | |
| COHEN & STEERS REALTY SHARES Z 805 units a | Other securities | — | — | $53K | 0.3% | |
| BLACKROCK HIGH YIELD PORTFOLIO K 5,594 units a | Other securities | — | — | $40K | 0.2% | |
| CLEARBRIDGE LARGE CAP VALUE IS 933 units a | Other securities | — | — | $37K | 0.2% | |
| DFA US SMALL CAP GROWTH INSTL 1,192 units a | Mutual Funds | — | — | $34K | 0.2% | |
| TRANSAMERICA EMERGING MARKETS DEBT R6 2,795 units a | Other securities | — | — | $25K | 0.1% | |
| COLUMBIA SMALL CAP VALUE I INSTL3 199 units a | Other securities | — | — | $10K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 125 units a | Mutual Funds | — | — | $10K | <0.1% | |
| TRANSAMERICA INTERNATIONAL EQUITY R6 439 units a | Other securities | — | — | $9K | <0.1% | |
| Transamerica Capital, Inc. Transamerica Intl Eq R6 | Common Stocks | — | — | $9K | <0.1% | |
| TRANSAMERICA STABLE VALUE ACCOUNT 8,298 units a | Stable Value | — | — | $8K | <0.1% | |
| INVESCO INTERNATIONAL SMALL-MID COMPANY R6 224 units a | Mutual Funds | — | — | $8K | <0.1% |
