NONI Boddie signed JAKO Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JAKO Enterprises, LLC's EIN is 22-3806236.
Download the official 2024 Form 5500 (PDF) for JAKO Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JAKO Enterprises, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| " Freedom 2050 K6 - | Other securities | — | — | $2.2M | 13.9% | |
| " Freedom 2040 K6 - | Other securities | — | — | $2.1M | 13.8% | |
| " Freedom 2045 K6 - | Other securities | — | — | $2.0M | 12.6% | |
| " Freedom 2055 K6 - | Other securities | — | — | $1.4M | 8.9% | |
| " Freedom 2030 K6 - | Other securities | — | — | $1.3M | 8.6% | |
| " Large-Cap Growth - | Other securities | — | — | $1.2M | 7.6% | |
| " Freedom 2035 K6 - | Other securities | — | — | $1.1M | 7.2% | |
| " Freedom 2060 K6 - | Other securities | — | — | $858K | 5.5% | |
| " Freedom 2010 K6 - 26 * " Freedom 2015 K6 - 150 * " Freedom 2020 K6 - | Other securities | — | — | $803K | 5.2% | |
| Fidelity 500 Index - | Common Collective Trusts | — | — | $657K | 4.2% | |
| " Freedom 2025 K6 - | Other securities | — | — | $625K | 4.0% | |
| " Freedom 2065 K6 - | Other securities | — | — | $353K | 2.3% | |
| Invesco Stable Asset - | Mutual Funds | — | — | $161K | 1.0% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $161K | 1.0% | |
| " Mid-Cap Index - | Other securities | — | — | $38K | 0.2% | |
| " Small-Cap Index - | Other securities | — | — | $21K | 0.1% | |
| JPMorgan Mid-Cap Growth - | Other securities | — | — | $21K | 0.1% | |
| All Spring Core Plus Bond - | Other securities | — | — | $14K | <0.1% | |
| Putnam Large-Cap Value - | Mutual Funds | — | — | $4K | <0.1% | |
| " Freedom 2070 K6 - | Other securities | — | — | $3K | <0.1% | |
| " Interest-Bearing Cash - 161 Hartford S Intl Stock - | Cash / Money Market | — | — | $2K | <0.1% | |
| " Freedom Inc K6 - 26 * " Government Mutual Market K6 - | Common Stocks | — | — | $2K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
