AMY Warycha signed JRD MAXX Properties' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JRD MAXX Properties' EIN is 13-3446651.
Download the official 2024 Form 5500 (PDF) for JRD MAXX Properties from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JRD MAXX Properties' 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 | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $4.1M | 25.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.6M | 16.3% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $1.7M | 10.7% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $1.1M | 6.7% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $668K | 4.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $660K | 4.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $599K | 3.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $564K | 3.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $473K | 2.9% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $396K | 2.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $381K | 2.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $320K | 2.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $304K | 1.9% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $280K | 1.7% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $259K | 1.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $247K | 1.5% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $246K | 1.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $209K | 1.3% | |
| COHEN & STEERS GLOBAL REALTY Z | Registered Investment Companies | — | — | $127K | 0.8% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $108K | 0.7% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $101K | 0.6% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $90K | 0.6% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $86K | 0.5% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $77K | 0.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $47K | 0.3% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $37K | 0.2% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $35K | 0.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $32K | 0.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $32K | 0.2% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $30K | 0.2% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $28K | 0.2% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $25K | 0.2% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $16K | <0.1% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $9K | <0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $28K |
| — |
