Melinda Goddard signed J. Foley Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J. Foley Enterprises, Inc.'s EIN is 95-1692084.
Download the official 2024 Form 5500 (PDF) for J. Foley Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J. Foley Enterprises, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
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 LC INDEX 2045 R6 | Registered Investment Companies | — | — | $778K | 16.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $578K | 12.0% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $544K | 11.3% | |
| INVESTMENTS LINCOLN STABLE VAL SEP ACCT V2 | OTHER | — | — | $399K | 8.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $385K | 8.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $331K | 6.9% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $298K | 6.2% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $260K | 5.4% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $203K | 4.2% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $147K | 3.1% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $115K | 2.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $108K | 2.3% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $96K | 2.0% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $80K | 1.7% | |
| TRP CAP APPRECIATION I | Registered Investment Companies | — | — | $80K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $41K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $39K | 0.8% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $37K | 0.8% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $25K | 0.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $25K | 0.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $23K | 0.5% | |
| AMC GROWTH FUND - R6 | Registered Investment Companies | — | — | $17K | 0.3% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $14K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $14K | 0.3% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $14K | 0.3% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $12K | 0.3% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $11K | 0.2% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $8K | 0.2% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $8K | 0.2% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $7K | 0.1% | |
| NEU MID CAP GROWTH FUND - R6 | Registered Investment Companies | — | — | $6K | 0.1% | |
| BWGLBL GLOBAL OPPS BND FUND IS | Registered Investment Companies | — | — | $3K | <0.1% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / 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.
