ERIN Blair signed JBO Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JBO Management LLC's EIN is 86-1767458.
Download the official 2024 Form 5500 (PDF) for JBO Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JBO Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $536 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2030 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.8M | 16.1% | |
| BLACKROCK RUSSELL 2000 VALUE IND R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $974K | 8.8% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $752K | 6.8% | |
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $743K | 6.7% | |
| BLACKROCK RUSSELL 1000 GROWTH INDEX GREAT GRAY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $729K | 6.6% | |
| NUVEEN LIFECYCLE INDEX 2035 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $689K | 6.3% | |
| NUVEEN LIFECYCLE INDEX 2055 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $687K | 6.2% | |
| NUVEEN LIFECYCLE INDEX 2045 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $459K | 4.2% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $451K | 4.1% | |
| 1PIMIX PIMCO Income Instl | Mutual Funds | — | — | $410K | 3.7% | |
| NUVEEN LIFECYCLE INDEX 2020 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $380K | 3.5% | |
| BLACKROCK RUSSELL 2000 GROWTH INDEX GREAT GRAY · EIN 81-1009614 / PN 001 | Common Collective Trust | — | — | $327K | 3.0% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $281K | 2.5% | |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $271K | 2.5% | |
| NUVEEN LIFECYCLE INDEX 2065 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $253K | 2.3% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $233K | 2.1% | |
| 1RPTTX T.Rowe Price Diversified Mid Cap Growth I | Other securities | — | — | $221K | 2.0% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $219K | 2.0% | |
| BLACKROCK RUSSELL 1000 VALUE INDEX GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $189K | 1.7% | |
| and various maturity dates through 2030 | Other securities | — | — | $182K | 1.7% | |
| June 30, 2025 Ticker Description of Investment Current Value Mutual Funds 1RERGX American Funds Europacific GR R6 | Mutual Funds | — | — | $126K | 1.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $119K | 1.1% | |
| NUVEEN LIFECYCLE INDEX 2025 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $112K | 1.0% | |
| Fixed Annuity | Other securities | — | — | $102K | 0.9% | |
| 1PFRSX Principal Real Estate Securities FD R-6 | Other securities | — | — | $100K | 0.9% | |
| NUVEEN LIFECYCLE RETIREMENT INDEX I SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $62K | 0.6% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $46K | 0.4% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $29K | 0.3% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $28K | 0.3% | |
| 1DSDYX BNYU Mellon Global Fixed Income Y 1 1JCBUX JPMorgan Core Bond R6 | Other securities | — | — | $21K | 0.2% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $14K | 0.1% | |
| 1LDLVX Lord Abbett Short Duration Income R6 | Mutual Funds | — | — | $10K | <0.1% | |
| 1JEMWX JPMorgan Emerging Markets Equity R6 | Other securities | — | — | $9K | <0.1% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2015 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2K | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | CONTRACT ADMIN | $33K | — |
| BENEFIT PLANS PLUS LLC | — | ST. LOUIS, MO | CONTRACT ADMIN | $5K | — |
