Walter Tombs signed Jersey Mikes Franchise Systems LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jersey Mikes Franchise Systems LLC's EIN is 22-2815245.
Download the official 2024 Form 5500 (PDF) for Jersey Mikes Franchise Systems LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jersey Mikes Franchise Systems LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY-PLAN | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $34.6M | 88.5% | |
| Fund - Class R5 * Voya Retirement Insurance and Annuity Company American Funds American Balanced Fund® - n/a | Mutual Funds | — | — | $3.8M | 9.7% | |
| Voya Retirement Insurance and Annuity Co Vangrd Tot St Mkt Indx Fd Adm | Common Stocks | — | — | $3.2M | 8.2% | |
| Investor Shares * Voya Retirement Insurance and Annuity Company Vanguard® Target Retirement 2045 Fund - n/a | Mutual Funds | — | — | $3.2M | 8.2% | |
| Fund - Class R6 * Voya Retirement Insurance and Annuity Company American Funds AMCAP Fund - Class R6 n/a | Mutual Funds | — | — | $2.3M | 5.8% | |
| Investor Shares * Voya Retirement Insurance and Annuity Company Vanguard® Target Retirement 2055 Fund - n/a | Mutual Funds | — | — | $2.1M | 5.4% | |
| Investor Shares * Voya Retirement Insurance and Annuity Company Vanguard® Target Retirement 2025 Fund - n/a | Mutual Funds | — | — | $2.1M | 5.3% | |
| Investor Shares * Voya Retirement Insurance and Annuity Company Vanguard® Target Retirement 2035 Fund - n/a | Mutual Funds | — | — | $2.0M | 5.2% | |
| Investor Shares * Voya Retirement Insurance and Annuity Company Vanguard® Target Retirement 2050 Fund - n/a | Mutual Funds | — | — | $1.8M | 4.6% | |
| Class R6 * Voya Retirement Insurance and Annuity Company American Funds Fundamental Investors - Class n/a | Mutual Funds | — | — | $1.6M | 4.1% | |
| Class R6 * Voya Retirement Insurance and Annuity Company American Funds EuroPacific Growth Fund® - n/a | Mutual Funds | — | — | $1.5M | 3.8% | |
| Class R6 * Voya Retirement Insurance and Annuity Company American Funds Washington Mutual Investors n/a | Mutual Funds | — | — | $1.4M | 3.6% | |
| R6 * Voya Retirement Insurance and Annuity Company American Funds New Perspective Fund® - n/a | Mutual Funds | — | — | $1.2M | 3.0% | |
| Investor Shares * Voya Retirement Insurance and Annuity Company Vanguard® Target Retirement 2060 Fund - n/a | Mutual Funds | — | — | $999K | 2.6% | |
| Class R6 * Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund - Class R6 n/a | Common Stocks | — | — | $935K | 2.4% | |
| Shares * Voya Retirement Insurance and Annuity Company Vanguard® Small-Cap Index Fund - Admiral n/a | Common Collective Trusts | — | — | $779K | 2.0% | |
| Admiral Shares * Voya Retirement Insurance and Annuity Company Victory Sycamore Established Value Fund - n/a | Common Stocks | — | — | $649K | 1.7% | |
| Investor Shares * Voya Retirement Insurance and Annuity Company Vanguard® Mid-Cap Index Fund - Admiral n/a | Common Collective Trusts | — | — | $629K | 1.6% | |
| Institutional Class * Voya Retirement Insurance and Annuity Company DFA Real Estate Securities Portfolio - n/a | Mutual Funds | — | — | $545K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard® International Explorer Fund - n/a | Mutual Funds | — | — | $541K | 1.4% | |
| Investor Shares * Voya Retirement Insurance and Annuity Company Vanguard® Target Retirement 2030 Fund - n/a | Mutual Funds | — | — | $527K | 1.3% | |
| Investor Shares * Voya Retirement Insurance and Annuity Company Vanguard® Target Retirement 2040 Fund - n/a | Mutual Funds | — | — | $507K | 1.3% | |
| Institutional Class * Voya Retirement Insurance and Annuity Company DFA U.S. Targeted Value Portfolio - Institutional n/a | Mutual Funds | — | — | $465K | 1.2% | |
| Voya Retirement Insurance and Annuity Company American Beacon Stephens Mid-Cap Growth n/a | Common Stocks | — | — | $448K | 1.1% | |
| Voya Retirement Insurance and Annuity Company DFA Inflation-Protected Securities Portfolio - n/a | Mutual Funds | — | — | $409K | 1.0% | |
| Notes receivable from participants Interest rates from 4.25% - 9.5%, maturing n/a | Bonds / Notes | — | — | $273K | 0.7% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $273K | 0.7% | |
| Investor Shares * Voya Retirement Insurance and Annuity Company Vanguard® Target Retirement 2065 Fund - n/a | Mutual Funds | — | — | $272K | 0.7% | |
| Voya Retirement Insurance and Annuity Company ClearBridge Small Cap Growth Fund - Class IS n/a | Common Stocks | — | — | $269K | 0.7% | |
| Class * Voya Retirement Insurance and Annuity Company Eaton Vance Income Fund of Boston - Class R6 n/a | Common Stocks | — | — | $232K | 0.6% | |
| Voya Retirement Insurance and Annuity Co Vangrd Trgt Retire Inc Fd | Common Stocks | — | — | $150K | 0.4% | |
| Investor Shares * Voya Retirement Insurance and Annuity Company Vanguard® Target Retirement 2070 Fund - n/a | Mutual Funds | — | — | $43K | 0.1% | |
| Shares * Voya Retirement Insurance and Annuity Company Vanguard® Target Retirement 2020 Fund - n/a | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS, INC | 11-3271022 | MELVILLE, NY | THIRD PARTY ADMIN | $0 | — |
