Claudia DA Costa signed JME Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JME Inc.'s EIN is 95-4536494.
Download the official 2024 Form 5500 (PDF) for JME Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JME Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | SAN DIEGO, CA | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $1.2M | 18.5% | |
| Fidelity Investments Fidelity Total Bond Fund | Mutual Funds | — | — | $1.0M | 16.7% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $770K | 12.3% | |
| Fidelity Investments Fidelity Value | Mutual Funds | — | — | $625K | 10.0% | |
| Fidelity Investments Fidelity Freedom 2065 ** 934 Fidelity Investments Fidelity Freedom Income | Mutual Funds | — | — | $438K | 7.0% | |
| Invesco Value Opportunities Fund Class A | Mutual Funds | — | — | $407K | 6.5% | |
| Columbia Capital Columbia Contrarian Core Fund Institutional 3 Class ** 9 Fidelity Investments Fidelity Extended Market Index | Mutual Funds | — | — | $312K | 5.0% | |
| Fidelity Investments Fidelity Government Money Market | Mutual Funds | — | — | $272K | 4.4% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $210K | 3.4% | |
| Fidelity Investments Fidelity Freedom 2040 | Mutual Funds | — | — | $207K | 3.3% | |
| iShares Capital iShares MSCI Total International Index Fund Class K | Common Collective Trusts | — | — | $192K | 3.1% | |
| Nuveen Large Cap Value Index Fund R6 Class | Common Collective Trusts | — | — | $126K | 2.0% | |
| Fidelity Investments Fidelity Freedom 2025 | Mutual Funds | — | — | $83K | 1.3% | |
| Fidelity Investments Fidelity Freedom 2050 | Mutual Funds | — | — | $62K | 1.0% | |
| BlackRock Capital BlackRock Technology Opportunities Fund Institutional Shares | Other securities | — | — | $61K | 1.0% | |
| Baron Capital Baron Asset Fund Retail Class | Other securities | — | — | $60K | 1.0% | |
| Fidelity Investments Fidelity Freedom 2045 | Mutual Funds | — | — | $34K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2030 | Mutual Funds | — | — | $31K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2035 | Mutual Funds | — | — | $20K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2055 | Mutual Funds | — | — | $14K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2060 | Mutual Funds | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
