Susan Steiner signed JP Express Service Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JP Express Service Inc.'s EIN is 11-3198872.
Download the official 2024 Form 5500 (PDF) for JP Express Service Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JP Express Service Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $32K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| GROUP ANNUITY CONTRACT * Principal Guaranteed Option | Common Stocks | — | — | $3.3M | 37.5% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRIN MIDCAP GROWTH SEP ACCT-Z · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $8K | $1.1M | 12.8% | |
| S SHARES / UNITS iShares US Aggregate Bond Index Fund | Mutual Funds | — | $128K | $1.1M | 12.8% | |
| iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | $43K | $663K | 7.4% | |
| JPMorgan Large Cap Value Fund | Other securities | — | $26K | $508K | 5.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $2K | $496K | 5.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | $9K | $460K | 5.2% | |
| * Participant Loan 3.25%- 8.50% | Bonds / Notes | — | — | $360K | 4.0% | |
| DFA US Targeted Value Portfolio | Mutual Funds | — | $8K | $265K | 3.0% | |
| to 8.75% with maturities through 2030. | Bonds / Notes | — | — | $261K | 2.9% | |
| INSURANCE COMPANY INVESTMENT CONTRACT * Voya Fixed Account | Common Stocks | — | — | $213K | 2.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRIN MIDCAP GROWTH SEP ACCT-Z · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $1K | $112K | 1.3% | |
| Schwab Small-Cap Index Fund | Common Collective Trusts | — | $3K | $111K | 1.2% | |
| BlackRock Advantage Small Cap Growth Fund | Other securities | — | $4K | $88K | 1.0% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $87K | 1.0% | |
| New Perspective Fund 54 | Other securities | — | — | $3K | <0.1% | |
| EuroPacific Growth Fund 60 | Other securities | — | — | $3K | <0.1% | |
| BlackRock Emerging Markets Fund 121 | Other securities | — | — | $3K | <0.1% | |
| Fidelity Mid Cap Value Index Fund 95 | Common Collective Trusts | — | — | $3K | <0.1% | |
| (E) | Other securities | — | — | $2K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DFA Inflation Protected Securities Portfolio 111 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | 11-3271022 | — | CONTRACT ADMINISTRATOR | $5K | — |
