LEAH Saari signed JST Transportation's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JST Transportation's EIN is 04-3157357.
Download the official 2022 Form 5500 (PDF) for JST Transportation from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)JST Transportation'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 | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Mutual Fund | Other securities | — | — | $420K | 59.0% | |
| T. Rowe Price Retirement 2030 Mutual Fund | Other securities | — | — | $80K | 11.3% | |
| T. Rowe Price Retirement 2040 Mutual Fund | Other securities | — | — | $41K | 5.7% | |
| ClearBridge Small Cap Growth Mutual Fund | Other securities | — | — | $34K | 4.8% | |
| T. Rowe Price Retirement 2045 Mutual Fund | Other securities | — | — | $30K | 4.2% | |
| T. Rowe Price Retirement 2050 Mutual Fund | Other securities | — | — | $27K | 3.9% | |
| Notes receivable from participants Bearing interest at 4.25%-7.50% - | Bonds / Notes | — | — | $15K | 2.2% | |
| T. Rowe Price Retirement 2055 Mutual Fund | Other securities | — | — | $14K | 2.0% | |
| T. Rowe Price Retirement 2025 Mutual Fund | Other securities | — | — | $14K | 2.0% | |
| JPMorgan US Small Company R2 Mutual Fund | Common Stocks | — | — | $10K | 1.3% | |
| JPMorgan US Equity - R2 Mutual Fund | Other securities | — | — | $7K | 0.9% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $4K | 0.6% | |
| Alger Capapp Instl Fund - R Mutual Fund | Other securities | — | — | $4K | 0.6% | |
| PGIM Jenn Natural Resources R Mutual Fund | Other securities | — | — | $3K | 0.4% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $3K | 0.4% | |
| Dws Rreef Real Est Sec R Mutual Fund | Other securities | — | — | $3K | 0.4% | |
| T. Rowe Price Retirement 2060 Mutual Fund | Other securities | — | — | $3K | 0.4% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 0.4% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | 0.4% | |
| During the plan year: Yes No Amount a | Other securities | — | — | $3K | 0.4% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | 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.
| BOSTON, MA |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEKUBECKA, PLLC | 75-2783674 | — | ACCOUNTANT | $7K | — |