David Branco signed 320 JB Donuts Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
320 JB Donuts Inc.'s EIN is 05-0412169.
Download the official 2024 Form 5500 (PDF) for 320 JB Donuts Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)320 JB Donuts 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE INTL INDEX K 9 REGISTERED INVESTMENT COMPANY FID FREE INDX 2015 PREM 626 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $44K | 32.0% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $26K | 19.0% | |
| VANGUARD REAL ESTATE INDEX ADM 74 REGISTERED INVESTMENT COMPANY VANGUARD BAL IDX - ADM 156 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $22K | 16.0% | |
| VANGUARD VALUE INDEX FUND ADMR 78 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $13K | 9.6% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $8K | 6.0% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $8K | 5.9% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $3K | 1.9% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $1K | 0.9% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1K | 0.9% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $1K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $1K | 0.8% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $1K | 0.8% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $1K | 0.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1K | 0.7% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $1K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
