LORI Jacklin signed Marshall B. Ketchum University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marshall B. Ketchum University's EIN is 95-1644593.
Download the official 2024 Form 5500 (PDF) for Marshall B. Ketchum University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marshall B. Ketchum University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL CLASS | Registered Investment Companies | — | — | $3.7M | 14.4% | |
| JPMORGAN LARGE CAP GROWTH CLASS R6 | Registered Investment Companies | — | — | $2.2M | 8.8% | |
| T ROWE PRICE RETIREMENT I 2035 I CLASS | Registered Investment Companies | — | — | $1.9M | 7.6% | |
| T ROWE PRICE RETIREMENT I 2045 I CLASS | Registered Investment Companies | — | — | $1.8M | 7.1% | |
| BLACKROCK EQUITY DIVIDEND SERVICE SHARES | Registered Investment Companies | — | — | $1.5M | 5.9% | |
| T ROWE PRICE RETIREMENT I 2030 I CLASS | Registered Investment Companies | — | — | $1.3M | 5.0% | |
| Self-Directed Brokerage Account SCHWAB SELF DIRECTRED BROKERAGE ACCOUNT | Self-Directed Brokerage | — | — | $1.2M | 4.9% | |
| VANGUARD SMALL CAP INDEX ADMIRAL SHARES | Registered Investment Companies | — | — | $1.0M | 4.0% | |
| T ROWE PRICE RETIREMENT I 2025 I CLASS | Registered Investment Companies | — | — | $994K | 3.9% | |
| T ROWE PRICE RETIREMENT I 2055 I CLASS | Registered Investment Companies | — | — | $951K | 3.7% | |
| LINCOLN STABLE VALUE ACCOUNT - Z57 | Guaranteed Income / GIC | — | — | $940K | 3.7% | |
| VANGUARD MID CAP INDEX ADMIRAL SHARES | Registered Investment Companies | — | — | $926K | 3.6% | |
| VANGUARD MID CAP GROWTH INDEX ADMIRAL SHARES | Registered Investment Companies | — | — | $808K | 3.2% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH CLASS R6 | Registered Investment Companies | — | — | $784K | 3.1% | |
| T ROWE PRICE RETIREMENT I 2050 I CLASS | Registered Investment Companies | — | — | $783K | 3.1% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL SHARES | Registered Investment Companies | — | — | $727K | 2.9% | |
| FIDELITY ADVISOR CAPITAL & INCOME | Registered Investment Companies | — | — | $625K | 2.5% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL SHARES | Registered Investment Companies | — | — | $483K | 1.9% | |
| T ROWE PRICE RETIREMENT I 2040 I CLASS | Registered Investment Companies | — | — | $405K | 1.6% | |
| AMERICAN FUNDS AMERICAN BALANCED CLASS R6 | Registered Investment Companies | — | — | $382K | 1.5% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $380K | 1.5% | |
| VICTORY SYCAMORE ESTABLISHED VALUE CLASS R6 | Registered Investment Companies | — | — | $351K | 1.4% | |
| INVESCO SMALL CAP VALUE CLASS Y | Registered Investment Companies | — | — | $330K | 1.3% | |
| DODGE & COX INCOME CLASS X | Registered Investment Companies | — | — | $309K | 1.2% | |
| T ROWE PRICE RETIREMENT I 2060 I CLASS | Registered Investment Companies | — | — | $280K | 1.1% | |
| maturing through October 2035 - | Other securities | — | — | $97K | 0.4% | |
| VANGUARD INFLATION PROTECTED SECURITIES ADMIRAL SHARES | Registered Investment Companies | — | — | $50K | 0.2% | |
| T ROWE PRICE RETIREMENT I 2020 I CLASS | Registered Investment Companies | — | — | $50K | 0.2% | |
| T ROWE PRICE RETIREMENT I 2015 I CLASS | Registered Investment Companies | — | — | $48K | 0.2% | |
| T ROWE PRICE RETIREMENT I 2065 I CLASS | Registered Investment Companies | — | — | $14K | <0.1% | |
| T ROWE PRICE RETIREMENT I 2010 I CLASS | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
