Victoria Callahan signed Jackson Hewitt Tax Service Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jackson Hewitt Tax Service Inc.'s EIN is 20-0779692.
Download the official 2024 Form 5500 (PDF) for Jackson Hewitt Tax Service Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jackson Hewitt Tax Service Inc.'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 | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVUS FINANCIAL PARTNERS | 85-4001199 | — | INVESTMENT ADVISOR | $64K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date 2035 Retirement Fund | Mutual Funds | — | — | $9.6M | 14.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.2M | 14.0% | |
| American Funds Target Date 2030 Retirement Fund | Mutual Funds | — | — | $9.1M | 13.9% | |
| American Funds Target Date 2040 Retirement Fund | Mutual Funds | — | — | $6.5M | 9.8% | |
| American Funds Target Date 2025 Retirement Fund | Mutual Funds | — | — | $4.3M | 6.5% | |
| American Funds Target Date 2045 Retirement Fund | Mutual Funds | — | — | $4.1M | 6.2% | |
| ClearBridge Large Cap Growth Fund | Other securities | — | — | $3.8M | 5.7% | |
| Fidelity Managed Income Portfolio | Mutual Funds | — | — | $3.3M | 5.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.1M | 4.7% | |
| American Funds Target Date 2055 Retirement Fund | Mutual Funds | — | — | $1.6M | 2.4% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $1.5M | 2.3% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $1.3M | 2.0% | |
| American Funds Target Date 2050 Retirement Fund | Mutual Funds | — | — | $1.3M | 2.0% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $1.1M | 1.6% | |
| American Funds Retirement Income Conservative ** 16 American Funds Target Date 2020 Retirement Fund | Mutual Funds | — | — | $991K | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $972K | 1.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $837K | 1.3% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $835K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $813K | 1.2% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - 4.25% - 9.50%, various maturities. | Bonds / Notes | — | — | $800K | 1.2% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $673K | 1.0% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $642K | 1.0% | |
| American Funds New World Fund | Mutual Funds | — | — | $522K | 0.8% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $482K | 0.7% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $477K | 0.7% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $348K | 0.5% | |
| American Funds Target Date 2060 Retirement Fund | Mutual Funds | — | — | $331K | 0.5% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $258K | 0.4% | |
| Fidelity Short-Term Bond Index Fund | Common Collective Trusts | — | — | $254K | 0.4% | |
| American Funds Target Date 2010 Retirement Fund | Mutual Funds | — | — | $93K | 0.1% | |
| American Funds Target Date 2015 Retirement Fund | Mutual Funds | — | — | $86K | 0.1% | |
| American Funds Target Date 2065 Retirement Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $14K |
| — |
