Jocelyn Juarez signed Aaron Thomas Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aaron Thomas Company, Inc.'s EIN is 95-3092539.
Download the official 2024 Form 5500 (PDF) for Aaron Thomas Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aaron Thomas Company, 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 | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $2.2M | 27.7% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $1.1M | 14.0% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $1.0M | 13.0% | |
| GEORGE PUTNAM BALANCED M | Registered Investment Companies | — | — | $824K | 10.4% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $634K | 8.0% | |
| NEUBERGER BERMAN LGCAP VAL ADV | Registered Investment Companies | — | — | $434K | 5.5% | |
| JANUS HENDERSON FORTY FUND - S | Registered Investment Companies | — | — | $351K | 4.5% | |
| DWS TOTAL RETURN BOND A | Registered Investment Companies | — | — | $301K | 3.8% | |
| T. ROWE PRICE MID-CAP VALUE -R | Registered Investment Companies | — | — | $229K | 2.9% | |
| FIDELITY ADV EQUITY INCOME - M | Registered Investment Companies | — | — | $163K | 2.1% | |
| ALGER SMALL CAP GROWTH INSTL-I | Registered Investment Companies | — | — | $113K | 1.4% | |
| VICTORY RS VALUE A | Registered Investment Companies | — | — | $82K | 1.0% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $71K | 0.9% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $70K | 0.9% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $60K | 0.8% | |
| AB SUSTAIN GLB THEMATIC GR A | Registered Investment Companies | — | — | $51K | 0.6% | |
| AMC DISCIPLINED CORE VALUE A | Registered Investment Companies | — | — | $40K | 0.5% | |
| TEMPLETON GROWTH - R | Registered Investment Companies | — | — | $31K | 0.4% | |
| DWS SMALL CAP GROWTH A | Registered Investment Companies | — | — | $23K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
