Patricia Barnett signed Jenzabar, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jenzabar, Inc.'s EIN is 04-3430740.
Download the official 2024 Form 5500 (PDF) for Jenzabar, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jenzabar, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $35K | — |
| GLOBAL RETIREMENT PARTNERS, 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| INVESTMENT ADVISOR |
| $15K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund Mutual Funds | Mutual Funds | — | — | $10.2M | 9.9% | |
| Fidelity Select Technology Portfolio Fund Mutual Funds | Mutual Funds | — | — | $9.9M | 9.7% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $9.1M | 8.9% | |
| JPM LG Cap Growth R6 Mutual Funds | Other securities | — | — | $6.3M | 6.2% | |
| PUTN LRG CP VAL II U GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $5.8M | 5.7% | |
| Putnam Large Cap Value II U Common/Collective Trusts | Common Collective Trusts | — | — | $5.8M | 5.7% | |
| Fidelity Freedom 2040 K6 Fund Mutual Funds | Mutual Funds | — | — | $5.6M | 5.4% | |
| Fidelity Select Healthcare Portfolio Fund Mutual Funds | Mutual Funds | — | — | $4.9M | 4.7% | |
| Fidelity Freedom 2035 K6 Fund Mutual Funds | Mutual Funds | — | — | $4.8M | 4.7% | |
| Fidelity Balanced Fund Mutual Funds | Mutual Funds | — | — | $4.7M | 4.6% | |
| Fidelity Freedom 2045 K6 Fund Mutual Funds | Mutual Funds | — | — | $3.1M | 3.0% | |
| Fidelity Freedom 2050 K6 Fund Mutual Funds | Mutual Funds | — | — | $3.0M | 3.0% | |
| Fidelity Freedom 2030 K6 Fund Mutual Funds | Mutual Funds | — | — | $2.9M | 2.9% | |
| Vanguard International Growth Adm Fund Mutual Funds | Mutual Funds | — | — | $2.8M | 2.8% | |
| Fidelity Stock Select Small Cap Fund Mutual Funds | Mutual Funds | — | — | $2.8M | 2.7% | |
| Fidelity Total Bond Mutual Funds | Mutual Funds | — | — | $2.6M | 2.6% | |
| T. Rowe Price Dividend Growth Fund Mutual Funds | Other securities | — | — | $2.4M | 2.3% | |
| Fidelity International Index Fund Mutual Funds | Common Collective Trusts | — | — | $2.3M | 2.2% | |
| Fidelity U.S. Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $2.3M | 2.2% | |
| Fidelity Managed Income Portfolio Fund Common/Collective Trusts | Common Collective Trusts | — | — | $2.2M | 2.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.2M | 2.1% | |
| Gabelli UST MM AAA Cash and Cash Equivalents | Cash / Money Market | — | — | $2.0M | 2.0% | |
| Fidelity Freedom 2025 K6 Fund Mutual Funds | Mutual Funds | — | — | $1.9M | 1.9% | |
| Fidelity Freedom 2055 K6 Fund Mutual Funds | Mutual Funds | — | — | $1.6M | 1.6% | |
| Fidelity Extended Market Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.6M | 1.6% | |
| Fidelity Freedom 2060 K6 Fund Mutual Funds | Mutual Funds | — | — | $1.4M | 1.4% | |
| Templeton Developing Markets Fund R6 Mutual Funds | Mutual Funds | — | — | $1.1M | 1.1% | |
| Brokerage Link Account Common Stock | Self-Directed Brokerage | — | — | $931K | 0.9% | |
| Brokerage Link Account Mutual Funds | Self-Directed Brokerage | — | — | $753K | 0.7% | |
| Brokerage Link Account Other 410 Calvert US Mid-Cap Core Responsible Index Fund Mutual Funds | Self-Directed Brokerage | — | — | $718K | 0.7% | |
| Notes Receivable from Participants 4.25%- 9.50%, maturities between 1 and 10 years | Bonds / Notes | — | — | $663K | 0.6% | |
| Fidelity Freedom 2020 K6 Fund Mutual Funds | Mutual Funds | — | — | $615K | 0.6% | |
| Blackrock Strategic Income Opportunities Fund K Mutual Funds | Other securities | — | — | $514K | 0.5% | |
| Fidelity Government Money Market Fund Cash and Cash Equivalents | Mutual Funds | — | — | $451K | 0.4% | |
| Fidelity Freedom 2065 K6 Fund Mutual Funds | Mutual Funds | — | — | $311K | 0.3% | |
| Fidelity Freedom 2070 K6 Fund Mutual Funds 587 * Fidelity Freedom INC K6 Fund Mutual Funds | Mutual Funds | — | — | $78K | <0.1% | |
| Fidelity Freedom 2015 K6 Fund Mutual Funds | Mutual Funds | — | — | $66K | <0.1% | |
| Fidelity Freedom 2010 K6 Fund Mutual Funds | Mutual Funds | — | — | $7K | <0.1% |
