Rochelle Sebion signed Jamco America Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jamco America Inc.'s EIN is 91-1161164.
Download the official 2024 Form 5500 (PDF) for Jamco America Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jamco America Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 25-1409618 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $14.3M | 24.3% | |
| MFS Intl Diversification Mutual Fund | Mutual Funds | — | — | $7.3M | 12.5% | |
| Vanguard Mid Cap Index Instl Mutual Fund | Mutual Funds | — | — | $7.1M | 12.1% | |
| Pioneer Bd Y Mutual Fund | Other securities | — | — | $6.5M | 11.1% | |
| Vanguard Value Index Adm Mutual Fund | Mutual Funds | — | — | $5.9M | 10.1% | |
| JPMorgan LG Cap Gr Mutual Fund | Other securities | — | — | $5.9M | 10.1% | |
| RELIANCE/METLIFE STABLE 25053 CL 35 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.3M | 5.6% | |
| Fidelity Inflation-Prot Bond Idx Mutual Fund | U.S. Treasuries | — | — | $2.1M | 3.6% | |
| Vanguard Mid Cap Growth Index Adm Mutual Fund | Mutual Funds | — | — | $1.9M | 3.2% | |
| Macquarie Small Cap Core Instl Mutual Fund | Other securities | — | — | $1.7M | 2.9% | |
| Vanguard Mid Cap Value Index Adm Mutual Fund | Mutual Funds | — | — | $1.6M | 2.8% | |
| Participant loans Rates from 8.50% to 9.50% - 0 - | Bonds / Notes | — | — | $651K | 1.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $651K | 1.1% | |
| Cash Reserve Account Interest-bearing cash | Cash / Money Market | — | — | $332K | 0.6% |