AMY Lowell signed JTC USA Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JTC USA Holdings, Inc.'s EIN is 85-0802397.
Download the official 2024 Form 5500 (PDF) for JTC USA Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JTC USA Holdings, Inc.'s plan includes a 401(k) feature, profit-sharing, a default investment (QDIA), automatic enrollment, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $31K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Retirement 2040 Fund | Mutual Funds | — | — | $4.1M | 16.7% | |
| American Funds Target Retirement 2045 Fund | Mutual Funds | — | — | $4.0M | 16.3% | |
| American Funds Target Retirement 2055 Fund | Mutual Funds | — | — | $2.8M | 11.7% | |
| American Funds Target Retirement 2050 Fund | Mutual Funds | — | — | $2.5M | 10.3% | |
| American Funds Target Retirement 2070 Fund ** 361 * Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.2M | 9.1% | |
| American Funds Target Retirement 2030 Fund | Mutual Funds | — | — | $2.0M | 8.1% | |
| American Funds Target Retirement 2035 Fund | Mutual Funds | — | — | $1.9M | 7.8% | |
| American Funds Target Retirement 2060 Fund | Mutual Funds | — | — | $1.4M | 5.6% | |
| American Funds Target Retirement 2025 Fund | Mutual Funds | — | — | $1.0M | 4.3% | |
| American Funds Target Retirement 2065 Fund | Mutual Funds | — | — | $481K | 2.0% | |
| Hood River Small-Cap Growth Fund Retirement Shares | Other securities | — | — | $333K | 1.4% | |
| JH STABLE VALUE I6 MANULIFE ASSET MANAGEMENT TRUST CO · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $256K | 1.1% | |
| Participants Notes receivable from participants with interest rates ranging from 4.25% to 9.50% due through 2028. | Bonds / Notes | — | — | $218K | 0.9% | |
| American Funds Target Retirement 2020 Fund | Mutual Funds | — | — | $178K | 0.7% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $167K | 0.7% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $132K | 0.5% | |
| Vanguard Equity-Income Fund Admiral Shares | Mutual Funds | — | — | $88K | 0.4% | |
| Fidelity International Index | Mutual Funds | — | — | $75K | 0.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $70K | 0.3% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $67K | 0.3% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $60K | 0.2% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $59K | 0.2% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $53K | 0.2% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $40K | 0.2% | |
| American Funds Target Retirement 2015 Fund | Mutual Funds | — | — | $30K | 0.1% | |
| American Funds American New World Fund | Mutual Funds | — | — | $29K | 0.1% | |
| UM Behavioral Value Fund Class R6 | Other securities | — | — | $26K | 0.1% | |
| American Funds American Bond Fund | Mutual Funds | — | — | $26K | 0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $24K | <0.1% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $22K | <0.1% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $16K | <0.1% | |
| American Funds American International Growth Fund | Mutual Funds | — | — | $4K | <0.1% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| BLACKROCK HEALTH SCIENCE OPP I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ST TREASURY BD IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2065 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2070 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN BALANCED FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COHEN & STEERS REAL EST SEC Z JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY 500 INDEX FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PARNASSUS CORE EQUITY INST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T ROWE PRICE FINANCIAL SERV FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| — |
| $47K |
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