Jason Kelly signed Jasper Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jasper Holdings, Inc.'s EIN is 83-2826508.
Download the official 2024 Form 5500 (PDF) for Jasper Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jasper Holdings, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $352K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | OTHER | $119K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Core S&P 500 Exchange Traded Fund | Common Collective Trusts | — | — | $32.4M | 9.1% | |
| Nvidia Corporation 160,000 shares | Common Stocks | — | — | $21.5M | 6.0% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $19.5M | 5.5% | |
| Apple Inc. 49,550 shares | Common Stocks | — | — | $12.4M | 3.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $11.8M | 3.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $10.7M | 3.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $9.3M | 2.6% | |
| Microsoft Corporation 20,500 shares | Common Stocks | — | — | $8.6M | 2.4% | |
| Alphabet, Inc. 45,000 shares | Common Stocks | — | — | $8.5M | 2.4% | |
| Federated Hermes Government Obligations Fund | Other securities | — | — | $7.9M | 2.2% | |
| Fifth Third Bank Interest Bearing Cash | Cash / Money Market | — | — | $7.8M | 2.2% | |
| Costco Wholesale Corporation 7,700 shares | Common Stocks | — | — | $7.1M | 2.0% | |
| Broadcom, Inc. 30,000 shares | Common Stocks | — | — | $7.0M | 1.9% | |
| Principal Mid-Cap Institutional Fund | Other securities | — | — | $6.9M | 1.9% | |
| Amazon.com, Inc. 30,500 shares | Common Stocks | — | — | $6.7M | 1.9% | |
| iShares Russell Small/Mid-Cap Index Institutional BlackRock | Other securities | — | — | $6.7M | 1.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $6.6M | 1.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $6.3M | 1.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $6.1M | 1.7% | |
| JPMorgan Chase & Company 25,000 shares | Common Stocks | — | — | $6.0M | 1.7% | |
| Oracle Corporation 33,000 shares | Common Stocks | — | — | $5.5M | 1.5% | |
| iShares S&P 100 Index Fund | Common Collective Trusts | — | — | $4.7M | 1.3% | |
| Berkshire Hathaway, Inc. 9,800 shares | Common Stocks | — | — | $4.4M | 1.2% | |
| Home Depot, Inc. 11,000 shares | Common Stocks | — | — | $4.3M | 1.2% | |
| Thermo Fisher Scientific, Inc. 8,000 shares | Common Stocks | — | — | $4.2M | 1.2% | |
| UnitedHealth Group, Inc. 8,200 shares | Common Stocks | — | — | $4.1M | 1.2% | |
| Walmart, Inc. 45,000 shares | Common Stocks | — | — | $4.1M | 1.1% | |
| Danaher Corporation 17,000 shares | Common Stocks | — | — | $3.9M | 1.1% | |
| MasterCard Incorporated 7,300 shares | Other securities | — | — | $3.8M | 1.1% | |
| Cintas Corporation 21,000 shares | Common Stocks | — | — | $3.8M | 1.1% | |
| TJX Companies, Inc. 31,000 shares | Common Stocks | — | — | $3.7M | 1.0% | |
| Procter & Gamble Company 21,500 shares | Common Stocks | — | — | $3.6M | 1.0% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $3.1M | 0.9% | |
| SPDR Select Sector SPDR TR SBI Materials | Other securities | — | — | $3.0M | 0.8% | |
| Exxon Mobil Corporation 28,000 shares | Common Stocks | — | — | $3.0M | 0.8% | |
| McDonalds Corporation 10,000 shares | Common Stocks | — | — | $2.9M | 0.8% | |
| S&P Global, Inc. 5,800 shares | Common Stocks | — | — | $2.9M | 0.8% | |
| T-Mobile US, Inc. 13,000 shares | Common Stocks | — | — | $2.9M | 0.8% | |
| Chubb Limited 10,000 shares | Other securities | — | — | $2.8M | 0.8% | |
| Union Pacific Corporation 12,000 shares | Common Stocks | — | — | $2.7M | 0.8% | |
| Waste Management, Inc. 13,000 shares | Common Stocks | — | — | $2.6M | 0.7% | |
| Chevron Corporation 17,295 shares | Common Stocks | — | — | $2.5M | 0.7% | |
| Honeywell International, Inc. 11,000 shares | Common Stocks | — | — | $2.5M | 0.7% | |
| Meta Plantforms, Inc. 4,200 shares | Common Stocks | — | — | $2.5M | 0.7% | |
| Abbvie, Inc. 13,200 shares | Common Stocks | — | — | $2.3M | 0.7% | |
| PNC Financial Services Group 12,000 shares | Common Stocks | — | — | $2.3M | 0.6% | |
| Johnson & Johnson 15,000 shares | Other securities | — | — | $2.2M | 0.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.1M | 0.6% | |
| Duke Energy Corporation 18,950 shares | Common Stocks | — | — | $2.0M | 0.6% | |
| Advanced Micro Devices, Inc. 16,500 shares | Common Stocks | — | — | $2.0M | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
