Laura Neuschafer signed Jonathan Engineered Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jonathan Engineered Solutions, Inc.'s EIN is 95-3112735.
Download the official 2024 Form 5500 (PDF) for Jonathan Engineered Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jonathan Engineered Solutions, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | MALVERN, PA | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKET | 41-1416330 | WASHINGTON, DC | INVESTMENT MANAGEMENT | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Target Date Retirement 2025 Fund R6 | Mutual Funds | — | — | $4.5M | 17.0% | |
| American Funds American Funds Target Date Retirement 2030 Fund R6 | Mutual Funds | — | — | $3.9M | 14.9% | |
| American Funds American Funds Target Date Retirement 2035 Fund R6 | Mutual Funds | — | — | $3.0M | 11.4% | |
| American Funds American Funds Target Date Retirement 2020 Fund R6 | Mutual Funds | — | — | $2.5M | 9.5% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $2.1M | 8.0% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $1.8M | 6.9% | |
| American Funds American Funds Target Date Retirement 2045 Fund R6 | Mutual Funds | — | — | $1.6M | 6.0% | |
| American Funds American Funds Target Date Retirement 2040 Fund R6 | Mutual Funds | — | — | $835K | 3.2% | |
| American Funds American Funds Target Date Retirement 2050 Fund R6 | Mutual Funds | — | — | $829K | 3.2% | |
| Money Market * Vanguard Federal Money Market Investor | Mutual Funds | — | — | $747K | 2.8% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $672K | 2.6% | |
| American Funds American Funds Target Date Retirement 2055 Fund R6 | Mutual Funds | — | — | $602K | 2.3% | |
| American Funds American Funds Target Date Retirement 2060 Fund R6 | Mutual Funds | — | — | $472K | 1.8% | |
| Vanguard Small-Cap Value Index Adm | Mutual Funds | — | — | $457K | 1.7% | |
| American Funds American Funds Target Date Retirement 2010 Fund R6 | Mutual Funds | — | — | $446K | 1.7% | |
| Notes receivable from participants Interest ranging from 4.25%-9.50% 0 | Bonds / Notes | — | — | $305K | 1.2% | |
| Loans | Other securities | — | — | $293K | 1.1% | |
| Vanguard Mid-Cap Value Index Adm | Mutual Funds | — | — | $267K | 1.0% | |
| American Funds American Funds Bond Fund of America R6 | Mutual Funds | — | — | $204K | 0.8% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $184K | 0.7% | |
| ASCENSUS TRUST COMPANY JHancock II Multimanager Lfstl Bal R6 | Common Stocks | — | — | $132K | 0.5% | |
| John Hancock John Hancock Funds II Multimanager Lifestyle Balanced R6 | Other securities | — | — | $132K | 0.5% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $109K | 0.4% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $108K | 0.4% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $107K | 0.4% | |
| JPMorgan Small Cap Growth R6 | Other securities | — | — | $83K | 0.3% | |
| JPMorgan Government Bond R6 | U.S. Treasuries | — | — | $72K | 0.3% | |
| American Funds American Funds Target Date Retirement 2015 Fund R6 | Mutual Funds | — | — | $65K | 0.2% | |
| ASCENSUS TRUST COMPANY JHancock II Multimanager Lfstl Aggr R6 | Common Stocks | — | — | $58K | 0.2% | |
| John Hancock John Hancock Funds II Multimanager Lifestyle Aggressive R6 | Other securities | — | — | $58K | 0.2% | |
| Hartford Midcap R6 | Other securities | — | — | $51K | 0.2% | |
| Hartford International Growth R6 | Other securities | — | — | $50K | 0.2% | |
| New York Life Insurance Company NYLI Epoch Global Equity Yield R6 | Common Stocks | — | — | $34K | 0.1% | |
| Goldman Sachs Goldman Sachs Short Duration Government Fund R6 | Other securities | — | — | $13K | <0.1% | |
| Goldman Sachs Goldman Sachs Emerging Markets Equity Insights Fund R6 | Other securities | — | — | $11K | <0.1% | |
| That | Other securities | — | — | $9K | <0.1% | |
| Identification | Other securities | — | — | $9K | <0.1% | |
| ASCENSUS TRUST COMPANY JHancock II Multimanager Lfstl Grw R6 | Common Stocks | — | — | $6K | <0.1% | |
| John Hancock John Hancock Funds II Multimanager Lifestyle Growth R6 | Other securities | — | — | $6K | <0.1% | |
| ASCENSUS TRUST COMPANY JHancock II Multimanager Lfstl Mod R6 | Common Stocks | — | — | $1K | <0.1% | |
| John Hancock John Hancock Funds II Multimanager Lifestyle Moderate R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIGERS EYE BENEFITS CONSULTING | 52-1875589 | HAGERSTOWN, MD | THIRD PARTY ADMIN | $39K | — |
