Jorgensen and Sons Inc.'s EIN is 94-1477041.
Download the official 2024 Form 5500 (PDF) for Jorgensen and Sons Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jorgensen and Sons Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 73-0988442 | COLUMBUS, OH | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | ST PETERSBURG, FL | ADVISOR | $22K | — |
| NATIONWIDE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NW Fixed Select Option Guaranteed investment contract - | Stable Value | — | — | $330K | 7.6% | |
| Amfds Gr Fd Am R6 Mutual fund - | Other securities | — | — | $320K | 7.4% | |
| AmBcn Intl Eq R6 Mutual fund - 1 Amfds Cap Wld Gr Inc R6 Mutual fund - | Common Stocks | — | — | $240K | 5.6% | |
| AmFds 2025 TrgtDtRtrmt R6 Mutual fund - | Other securities | — | — | $226K | 5.2% | |
| Fid 500 Indx Mutual fund - $ | Mutual Funds | — | — | $222K | 5.2% | |
| Thrnbrg Intl Eq R6 Mutual fund - | Other securities | — | — | $197K | 4.6% | |
| Fid Us Bd Indx Mutual fund - | Mutual Funds | — | — | $191K | 4.4% | |
| Amfds New Prspct R6 Mutual fund - | Other securities | — | — | $191K | 4.4% | |
| PGIM Ttl Rtn Bd R6 Mutual fund - | Other securities | — | — | $134K | 3.1% | |
| Nationwide Dodge Cox Intl Stk I | Mutual Funds | — | — | $128K | 3.0% | |
| GdmnScs GQG Ptnrs Intl Opps R6 Mutual fund - | Other securities | — | — | $125K | 2.9% | |
| Nationwide GdmnScs GQPtnrIntlOppr R6 | Other securities | — | — | $125K | 2.9% | |
| AmFds 2040 TrgtDtRtrmt R6 Mutual fund - | Other securities | — | — | $122K | 2.8% | |
| NW Loomis Allcap Gr R6 Mutual fund - | Other securities | — | — | $122K | 2.8% | |
| Fid Intl Indx Mutual fund - | Mutual Funds | — | — | $120K | 2.8% | |
| Avantis US Lgcap Val Inst Mutual fund - | Other securities | — | — | $117K | 2.7% | |
| AmFds 2050 TrgtDtRtrmt R6 Mutual fund - | Other securities | — | — | $114K | 2.6% | |
| PIMCO Real Rtn Inst Mutual fund - | Mutual Funds | — | — | $112K | 2.6% | |
| JPM LgCp Gr R6 Mutual fund - | Other securities | — | — | $109K | 2.5% | |
| DFA US Lgcap Val Inst Mutual fund - 22 Blkrk Hi Yld Bd Port K Mutual fund - | Mutual Funds | — | — | $103K | 2.4% | |
| Nationwide Jpm Eq Inc R5 | Common Stocks | — | — | $99K | 2.3% | |
| Avantis Emrg Mkt Equity Inst Mutual fund - | Other securities | — | — | $94K | 2.2% | |
| AB Global Bond Fund Cl A Mutual fund - 161 Baron Fifth Ave Gr Inst Mutual fund - | Common Stocks | — | — | $93K | 2.2% | |
| AmFds 2035 TrgtDtRtrmt R6 Mutual fund - | Other securities | — | — | $85K | 2.0% | |
| Col Sel Lgcap Gr Inst Mutual fund - 16 Blkrk Ttl Rtn K Mutual fund - | Other securities | — | — | $81K | 1.9% | |
| AmFds 2045 TrgtDtRtrmt R6 Mutual fund - | Other securities | — | — | $71K | 1.7% | |
| Nationwide PIMCOComdyRealEst R6 663 Nationwide JnsHndrsn Contra N 0 Nationwide LrdAbt Bd Dbntr R5 0 Nationwide Fed Hrms Gov Olgtns Prmr 0 Nationwide PIMCO EmrgMktLlCrnBd Inst 1 Participant Loans Int Rates 4.25% - 9.5% | Mutual Funds | — | — | $67K | 1.6% | |
| Prncpl Glbl RealEst R6 Mutual fund - | Other securities | — | — | $63K | 1.5% | |
| Vngrd Growth Index Adml Mutual fund - 118 Vngrd Ttl Stmkt Indx Mutual fund - 440 Ambcn Intl Eq R5 Mutual fund - 2 AB Global Bond Fund Cl Z Mutual fund - | Other securities | — | — | $61K | 1.4% | |
| MFS Mdcap Gr R6 Mutual fund - | Mutual Funds | — | — | $60K | 1.4% | |
| Baron Oppr Inst Mutual fund - 123 Diamond Hill Mdcap I Mutual fund - | Other securities | — | — | $60K | 1.4% | |
| Legal Gen Commodity Strat Mutual fund - | Other securities | — | — | $50K | 1.2% | |
| PIMCO Comdy Real Rtn Strat Inst Mutual fund - 663 PIMCO StockPLUS Int Fd Dlr Hdg Inst Mutual fund - | Mutual Funds | — | — | $36K | 0.8% | |
| DFA Glbl Realest Sec Inst Mutual fund - 1 DFA US Trgt Val Inst Mutual fund - 2 Vngrd Explr Adml Mutual fund - | Mutual Funds | — | — | $33K | 0.8% | |
| Avantis US Smcap Val Inst Mutual fund - | Other securities | — | — | $32K | 0.8% | |
| AmFds 2055 TrgtDtRtrmt R6 Mutual fund - | Other securities | — | — | $25K | 0.6% | |
| AmFds 2030 TrgtDtRtrmt R6 Mutual fund - | Other securities | — | — | $22K | 0.5% | |
| Total Fully Corrected Participant Contributions Total That Constitutes Nonexempt Prohibited Transactions Under VFCP and PTE Transferred Late to Plan | Other securities | — | $21K | $21K | 0.5% | |
| PIMCO Emrg Mkt Ll Crn Bd Fd Inst Mutual fund - 1 AmFds 2015 TrgtDtRtrmt R6 Mutual fund - 134 AmFds 2020 TrgtDtRtrmt R6 Mutual fund - | Mutual Funds | — | — | $16K | 0.4% | |
| MFS New Disc Val R6 Mutual fund - | Mutual Funds | — | — | $10K | 0.2% | |
| AmFds 2060 TrgtDtRtrmt R6 Mutual fund - | Other securities | — | — | $3K | <0.1% | |
| Vngrd 500 Index Adml Mutual fund - 298 Parnassus Cor Eq Inst Mutual fund - | Common Collective Trusts | — | — | $2K | <0.1% | |
| JPM Um Behval Fd Mutual fund - | Other securities | — | — | $2K | <0.1% | |
| Blkrk Mdcap Gr Eq Inst Mutual fund - 10 DFA Emrg Mkt Cor Eq Inst Mutual fund - | Mutual Funds | — | — | $1K | <0.1% | |
| Baron Disc Inst Mutual fund - | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 31-4156830 |
| COLUMBUS, OH |
| ADVISOR |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXUS ADMINISTRATORS | 77-0586222 | FRESNO, CA | CONTRACT ADMINISTRATOR | $16K | — |
