Karen Griffin signed JAS. D. Easton, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JAS. D. Easton, Inc.'s EIN is 95-1787603.
Download the official 2024 Form 5500 (PDF) for JAS. D. Easton, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JAS. D. Easton, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group VANG TARGET RET 2030 | Mutual Funds | — | — | $7.7M | 13.7% | |
| The Vanguard Group VANG TARGET RET 2040 | Mutual Funds | — | — | $5.2M | 9.1% | |
| The Vanguard Group VANG TARGET RET 2035 | Mutual Funds | — | — | $5.1M | 9.1% | |
| The Vanguard Group VANG TARGET RET 2025 | Mutual Funds | — | — | $4.9M | 8.7% | |
| Fidelity Brokeragelink Common Stocks Self-Directed Accounts | Self-Directed Brokerage | — | — | $4.2M | 7.5% | |
| Fidelity Investments Fidelity 500 Index Premium | Common Collective Trusts | — | — | $3.6M | 6.4% | |
| The Vanguard Group VANG TARGET RET 2050 | Mutual Funds | — | — | $3.1M | 5.4% | |
| The Vanguard Group VANG TARGET RET 2045 | Mutual Funds | — | — | $3.0M | 5.3% | |
| JP Morgan Fund JPM LG CAP GROWTH R6 | Other securities | — | — | $2.9M | 5.2% | |
| Fidelity Brokeragelink Cash and Cash Equivalents Self-Directed Accounts | Self-Directed Brokerage | — | — | $2.6M | 4.7% | |
| The Vanguard Group VANG TARGET RET 2055 | Mutual Funds | — | — | $1.9M | 3.4% | |
| The Vanguard Group VANG TARGET RET 2060 | Mutual Funds | — | — | $1.6M | 2.8% | |
| Fidelity Investments Fidelity Total Bond | Mutual Funds | — | — | $1.2M | 2.2% | |
| MFS Value R6 | Mutual Funds | — | — | $1.2M | 2.1% | |
| 9.50%, with maturities through September 2031 -0- | Bonds / Notes | — | — | $997K | 1.8% | |
| Fidelity Investments Fidelity Extended Market Index Premium | Mutual Funds | — | — | $836K | 1.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $767K | 1.4% | |
| Conestoga Funds CONESTOGA SM CAP IS | Other securities | — | — | $740K | 1.3% | |
| The Vanguard Group VANG TARGET RET 2020 | Mutual Funds | — | — | $653K | 1.2% | |
| Fidelity Brokeragelink Unit Investment Trusts Self-Directed Accounts | Self-Directed Brokerage | — | — | $633K | 1.1% | |
| Fidelity Investments Fidelity Global ex US Index Premium | Mutual Funds | — | — | $617K | 1.1% | |
| Dodge & Cox Funds DODGE & COX INT SK X | Mutual Funds | — | — | $515K | 0.9% | |
| The Vanguard Group VANG TARGET RET INC | Mutual Funds | — | — | $481K | 0.9% | |
| The Vanguard Group VANG TARGET RET 2065 | Mutual Funds | — | — | $310K | 0.5% | |
| American Funds AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $302K | 0.5% | |
| Fidelity Investments Fidelity US Bond Index Premium | Mutual Funds | — | — | $285K | 0.5% | |
| Dimensional Fund Advisors DFA Intl Small Co I | Mutual Funds | — | — | $128K | 0.2% | |
| Fidelity Brokeragelink Mutual Funds Self-Directed Accounts | Self-Directed Brokerage | — | — | $92K | 0.2% | |
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | Self-Directed Brokerage | — | — | $47K | <0.1% | |
| The Vanguard Group VANG TARGET RET 2070 | Mutual Funds | — | — | $41K | <0.1% | |
| Fidelity Brokeragelink Government Bond | U.S. Treasuries | — | — | $10K | <0.1% |