Susan Tiegs signed Jason Group Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jason Group Inc.'s EIN is 85-2358740.
Download the official 2022 Form 5500 (PDF) for Jason Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Jason Group 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS | 41-1812533 | — | NONE | $64K | — |
| CLIFFTONLARSONALLEN, LLP |
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 | |||||
|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | Other securities | — | — | $7.6M | 13.0% | |
| TOTAL RETURN BOND CIT CI 0#100 RELIANCE TRUST INSTITUTIONAL RETIREMENT TRUST · EIN 46-7425989 / PN 024 | Common Collective Trust | — | — | $6.8M | 11.5% | |
| Reliance Trust Envestnet | Other securities | — | — | $6.8M | 11.5% | |
| ONEAMERICA STABLE VALUE FUND Z BMO HARRIS BANK, N.A. · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $6.5M | 11.1% | |
| PIMCO Income Instl | Mutual Funds | — | — | $4.6M | 7.9% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $4.6M | 7.8% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $4.1M | 7.0% | |
| T Rowe Price Growth Stock Fund | Mutual Funds | — | — | $3.9M | 6.6% | |
| American Washington Mutual Investors Fund | Other securities | — | — | $3.7M | 6.4% | |
| DFA Inflation-Protected Securities Fund | Mutual Funds | — | — | $2.3M | 4.0% | |
| T Rowe Price New Horizons Fund | Mutual Funds | — | — | $1.8M | 3.1% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $1.7M | 3.0% | |
| American Century Small Cap Value Fund | Other securities | — | — | $1.5M | 2.6% | |
| American Century Emerging Markets Fund | Other securities | — | — | $1.4M | 2.4% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $1.3M | 2.2% | |
| DFA Real Estate Securities Portfolio Fund | Mutual Funds | — | — | $1.0M | 1.7% | |
| Janus Henderson Small Cap Value Fund 2 MassMutual Mid Cap Growth Fund | Mutual Funds | — | — | $1.0M | 1.7% | |
| T Rowe Price International Discovery Fund | Mutual Funds | — | — | $861K | 1.5% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $835K | 1.4% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $564K | 1.0% | |
| Vanguard Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $516K | 0.9% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $464K | 0.8% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $452K | 0.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $319K | 0.5% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $281K | 0.5% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $202K | 0.3% | |
| PIMCO Global Bond Fund | Mutual Funds | — | — | $161K | 0.3% | |
| Blackrock High Yield Bond Fund | Other securities | — | — | $94K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-0746749 |
| — |
| NONE |
| $11K |
| — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
