Tomoko McPherson signed JAE Electronics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JAE Electronics, Inc.'s EIN is 95-3107706.
Download the official 2024 Form 5500 (PDF) for JAE Electronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JAE Electronics, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | — | ALISO VIEJO, CA | NONE | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GG - T. ROWE PRICE RETIREMENT 2030 GREAT GRAY TRUST · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $4.1M | 19.8% | |
| GG - T. ROWE PRICE RETIREMENT 2040 GREAT GRAY TRUST · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $2.6M | 12.7% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $2.4M | 11.7% | |
| LARGE CAP GROWTH IV I1 GREAT GRAY TRUST · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.2M | 10.7% | |
| Fidelity 500 Index Fund Fidelity 0 | Common Collective Trusts | — | — | $1.7M | 8.3% | |
| GG - T. ROWE PRICE RETIREMENT 2020 GREAT GRAY TRUST · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.2% | |
| GG - T. ROWE PRICE RETIREMENT 2010 GREAT GRAY TRUST · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.3% | |
| GG - T. ROWE PRICE RETIREMENT 2050 GREAT GRAY TRUST · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.2% | |
| CL) CORE BOND CL I2 GREAT GRAY TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $846K | 4.1% | |
| T. Rowe Price Instl Small-Cap Stock T. Rowe Price 0 | Other securities | — | — | $749K | 3.6% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $625K | 3.0% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $517K | 2.5% | |
| Large Cap Value I1 Large Cap 0 | Other securities | — | — | $432K | 2.1% | |
| Core Bond I1 Core Bond 0 | Other securities | — | — | $414K | 2.0% | |
| CL) INTERNATIONAL STOCK I2 GREAT GRAY TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $319K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $315K | 1.5% | |
| (CL)Victory Sycamore Small Comp Opp R6 Victory 0 | Other securities | — | — | $265K | 1.3% | |
| iShares MSCI EAFE Intl Index K iShares 0 | Other securities | — | — | $62K | 0.3% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | Common Collective Trusts | — | — | $33K | 0.2% | |
| GG - T. ROWE PRICE RETIREMENT 2060 GREAT GRAY TRUST · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 160 | 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.
