Jim BEAM Brands Co.'s EIN is 13-2581196.
Download the official 2024 Form 5500 (PDF) for Jim BEAM Brands Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jim BEAM Brands Co.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | AUDITOR | $25K | — |
| DELOITTE TAX LLP | 86-1065772 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund K | Mutual Funds | — | — | $8.2M | 14.3% | |
| Fidelity large Cap Growth Index Fund | Common Collective Trusts | — | — | $8.1M | 14.0% | |
| Fidelity Freedom 2035 Fund K | Mutual Funds | — | — | $7.0M | 12.2% | |
| Fidelity Freedom 2040 Fund K | Mutual Funds | — | — | $5.3M | 9.2% | |
| Fidelity Freedom 2045 Fund K | Mutual Funds | — | — | $5.1M | 8.8% | |
| Fidelity Freedom 2050 Fund K | Mutual Funds | — | — | $3.9M | 6.7% | |
| Fidelity Freedom 2055 Fund K | Mutual Funds | — | — | $3.7M | 6.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.8% | |
| Fidelity Freedom 2070 Fund K 963 * Participant loans (interest rates 3.25% - 8.50%) | Mutual Funds | — | — | $2.1M | 3.6% | |
| Fidelity large Cap Growth Val Index Fund | Common Collective Trusts | — | — | $2.1M | 3.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 3.6% | |
| Fidelity Freedom 2025 Fund K | Mutual Funds | — | — | $1.6M | 2.8% | |
| Fidelity Freedom 2060 Fund K | Mutual Funds | — | — | $1.5M | 2.6% | |
| Fidelity Freedom 2020 Fund K | Mutual Funds | — | — | $1.4M | 2.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $969K | 1.7% | |
| Baird Core Plus Bond Fund Class Institutional | Other securities | — | — | $731K | 1.3% | |
| GQG Partners International Equity CIT Class D | Common Collective Trusts | — | — | $686K | 1.2% | |
| Fidelity Freedom Income Fund K | Mutual Funds | — | — | $311K | 0.5% | |
| Fidelity Freedom 2065 Fund K | Mutual Funds | — | — | $307K | 0.5% | |
| Hood River Capital Management Co. Hood River Small Cap Growth Fund | Mutual Funds | — | — | $174K | 0.3% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $103K | 0.2% | |
| Fidelity Freedom 2010 Fund K | Mutual Funds | — | — | $98K | 0.2% | |
| Fidelity Freedom 2015 Fund K | Mutual Funds | — | — | $60K | 0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $5K |
| — |
