Joseph Ferrara signed Janel Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Janel Corporation's EIN is 86-1005291.
Download the official 2023 Form 5500 (PDF) for Janel Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Janel Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP LLC | 20-5916766 | — | N/A | $31K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | N/S | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 86,570.622 shares | Mutual Funds | — | — | $3.3M | 13.6% | |
| FIDELITY 500 INDEX 13,039.711 shares | Common Collective Trusts | — | — | $3.0M | 12.4% | |
| VANGUARD TARGET RETIREMENT 2040 35,904.727 shares | Mutual Funds | — | — | $1.6M | 6.7% | |
| FIDELITY LARGE CAP GROWTH INDEX 36,863.014 shares | Mutual Funds | — | — | $1.3M | 5.4% | |
| VANGUARD TARGET RETIREMENT 2045 40,517.494 shares | Mutual Funds | — | — | $1.3M | 5.2% | |
| FIDELITY INTERNATIONAL INDEX 19,606.937 shares | Mutual Funds | — | — | $1.0M | 4.3% | |
| VANGUARD TARGET RETIREMENT 2035 23,389.222 shares | Mutual Funds | — | — | $879K | 3.6% | |
| VANGUARD TARGET RETIREMENT 2020 29,054.138 shares | Mutual Funds | — | — | $857K | 3.5% | |
| VANGUARD TARGET RETIREMENT 2050 15,776.805 shares | Mutual Funds | — | — | $823K | 3.4% | |
| JPMORGAN EQUITY INCOME FD R6 28,117.804 shares | Other securities | — | — | $737K | 3.0% | |
| INVESCO EQUITY AND INCOME FUND R6 62,289.695 shares | Mutual Funds | — | — | $697K | 2.9% | |
| MFS VALUE FUND R6 12,846.235 shares | Mutual Funds | — | — | $695K | 2.8% | |
| VANGUARD TARGET RETIREMENT 2025 30,434.001 shares | Mutual Funds | — | — | $620K | 2.5% | |
| VANGUARD SMALL-CAP GROWTH INDEX ADMIRAL 4,522.843 shares | Mutual Funds | — | — | $544K | 2.2% | |
| FIDELITY U.S. BOND INDEX 53,603.344 shares | Mutual Funds | — | — | $529K | 2.2% | |
| CASH - units 530 AMERICAN FUNDS NEW PERSPECTIVE R6 7,549.694 shares | Mutual Funds | — | — | $500K | 2.1% | |
| FIDELITY GOVERNMENT MONEY MARKET 326,636.670 shares | Mutual Funds | — | — | $490K | 2.0% | |
| VANGUARD BALANCED INDEX FD ADMIRAL 3,757.220 shares | Mutual Funds | — | — | $434K | 1.8% | |
| FIDELITY MID CAP INDEX 12,198.546 shares | Mutual Funds | — | — | $420K | 1.7% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL 4,733.245 shares | Mutual Funds | — | — | $415K | 1.7% | |
| AMERICAN FUNDS NEW WORLD R6 3,809.657 shares | Mutual Funds | — | — | $399K | 1.6% | |
| VANGUARD TARGET RETIREMENT 2055 6,626.630 shares | Mutual Funds | — | — | $386K | 1.6% | |
| COLUMBIA CONTRARIAN CORE INST3 9,664.810 shares | Other securities | — | — | $378K | 1.5% | |
| FIDELITY SMALL CAP INDEX 12,974.430 shares | Mutual Funds | — | — | $362K | 1.5% | |
| VANGUARD LIFESTRAT GROWTH FD 7,486.984 shares | Mutual Funds | — | — | $354K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2060 5,806.437 shares | Mutual Funds | — | — | $333K | 1.4% | |
| PARTICIPANT LOANS 3.25% - 10.5% - | Bonds / Notes | — | — | $257K | 1.1% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL 2,197.224 shares | Mutual Funds | — | — | $232K | 0.9% | |
| SCHWAB PERSONAL CHOICE RETIREMENT ACCOUNT 200,018.790 shares | Self-Directed Brokerage | — | — | $200K | 0.8% | |
| VANGUARD EQUITY INCOME ADMIRAL 1,834.704 shares | Mutual Funds | — | — | $178K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2065 3,769.098 shares | Mutual Funds | — | — | $145K | 0.6% | |
| VANGUARD LIFESTRAT MOD GROWTH FD 4,040.965 shares | Mutual Funds | — | — | $137K | 0.6% | |
| FIDELITY LARGE CAP VALUE INDEX 7,011.934 shares | Mutual Funds | — | — | $133K | 0.5% | |
| CARILLON EAGLE MID CAP GROWTH FUND CL R6 1,395.706 shares | Other securities | — | — | $117K | 0.5% | |
| VANGUARD HIGH-YIELD CORP ADMIRAL 20,866.097 shares | Mutual Funds | — | — | $116K | 0.5% | |
| VANGUARD REIT INDEX - ADMIRAL 298.542 shares | Mutual Funds | — | — | $101K | 0.4% | |
| FIDELITY EMERGING MARKETS INDEX 4,095.798 shares | Mutual Funds | — | — | $91K | 0.4% | |
| VANGUARD SMALL-CAP VALUE INDEX ADMIRAL 991.619 shares | Mutual Funds | — | — | $86K | 0.4% | |
| VANGUARD LIFESTRAT INCOME FD 7,656.940 shares | Mutual Funds | — | — | $82K | 0.3% | |
| VANGUARD SHORT TERM CORP BOND ADMIRAL 1,772.199 shares | Mutual Funds | — | — | $38K | 0.2% | |
| PGIM GLOBAL REAL ESTATE R6 1,149.089 shares | Other securities | — | — | $11K | <0.1% | |
| VANGUARD TARGET RETIREMENT INCOME 10,454.280 shares | Mutual Funds | — | — | $11K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 1,512.778 shares | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
