Lauren Smith signed Joshco Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joshco Group, LLC's EIN is 83-1321330.
Download the official 2024 Form 5500 (PDF) for Joshco Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Joshco Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| CORNERSTONE WEALTH ADVISORS, INC | 27-4371298 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.4M | 94.9% | |
| American Funds 2055 T Date R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $567K | 16.1% | |
| Fidelity 500 Index Fund Pooled separate account N/A | Pooled Separate Accounts | — | — | $423K | 12.0% | |
| American Funds 2050 T Date R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $331K | 9.4% | |
| JPMorgan Large Cap Growth Fund R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $274K | 7.8% | |
| American Funds 2035 T Date R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $238K | 6.7% | |
| American Funds 2045 T Date R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $208K | 5.9% | |
| American Funds 2060 T Date R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $145K | 4.1% | |
| American Funds 2040 T Date R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $134K | 3.8% | |
| Fidelity Mid Cap Index Fund Pooled separate account N/A | Pooled Separate Accounts | — | — | $120K | 3.4% | |
| JPMorgan Large Cap Value Fund R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $115K | 3.3% | |
| Vanguard Smacc-cap Index Fund Adm Pooled separate account N/A | Pooled Separate Accounts | — | — | $113K | 3.2% | |
| American Funds New World R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $112K | 3.2% | |
| American Funds 2065 T Date R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $108K | 3.1% | |
| Fidelity Adv Ttl Bnd Fd Z Pooled separate account N/A | Pooled Separate Accounts | — | — | $106K | 3.0% | |
| Voya Fixed Account (4450) Guaranteed Investment Contract N/A | Stable Value | — | — | $97K | 2.7% | |
| American Funds 2025 T Date R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $97K | 2.7% | |
| Hartford Schrdrs Intl Stck SDR Pooled separate account N/A | Pooled Separate Accounts | — | — | $85K | 2.4% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 7.50% - 10.50% - | Bonds / Notes | — | — | $82K | 2.3% | |
| American Funds 2030 T Date R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $61K | 1.7% | |
| Voya Government Money Market Fund (Hld Acct) Pooled separate account N/A | Pooled Separate Accounts | — | — | $37K | 1.1% | |
| PIMCO RI Est RI Rtn Str Fund Ins Pooled separate account N/A | Pooled Separate Accounts | — | — | $28K | 0.8% | |
| PIMCO Income Fund Ins Pooled separate account N/A | Pooled Separate Accounts | — | — | $25K | 0.7% | |
| PIMCO StockPlus Intl Fund Ins Pooled separate account N/A | Pooled Separate Accounts | — | — | $14K | 0.4% | |
| Charles Schwab SDBA Pooled separate account N/A | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| Voya Retirement Insurance and Annuity Company American Funds 2010 T Date R6 Pooled separate account N/A | Pooled Separate Accounts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
