JWF Industries' EIN is 25-1618979.
Download the official 2024 Form 5500 (PDF) for JWF Industries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JWF Industries' 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 |
|---|---|---|---|---|---|
| AMERISERV WEALTH & CAPITAL MGMT | — | JOHNSTOWN, PA | TRUSTEE | $127K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PATHROAD CAPITAL APPRECIATION & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080043 / PN 001 | Common Collective Trust | — | — | $9.1M | 20.3% | |
| PATHROAD BALANCED GROWTH & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080038 / PN 001 | Common Collective Trust | — | — | $8.2M | 18.3% | |
| PATHROAD LONG TERM EQUITY INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080047 / PN 001 | Common Collective Trust | — | — | $6.1M | 13.6% | |
| Fidelity Investments Fidelity Adv Technology Fund | Mutual Funds | — | — | $4.8M | 10.8% | |
| The Vanguard Group Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $2.7M | 5.9% | |
| Goldman Sachs Asset Management Goldman Sachs Fin Sq Govt Fd 465 | Other securities | — | — | $2.3M | 5.1% | |
| PATHROAD CONSERVATIVE GROWTH & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080035 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.3% | |
| Participant Notes Receivable Interest Rates Ranging from 5.25% to 10.50% | Bonds / Notes | — | — | $1.2M | 2.7% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $1.1M | 2.4% | |
| Fidelity Investments Fidelity Advisor Growth Opportunities | Mutual Funds | — | — | $900K | 2.0% | |
| PATHROAD STRATEGIC LONG TERM EQUITY AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1912135 / PN 001 | Common Collective Trust | — | — | $575K | 1.3% | |
| T. Rowe Price T. Rowe Price Health Sciences Fund | Other securities | — | — | $541K | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $458K | 1.0% | |
| PrimeCap Odyssey Funds PrimeCap Odyssey Aggressive Growth Fd | Mutual Funds | — | — | $448K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $378K | 0.8% | |
| The Vanguard Group Vanguard Equity Income Fund | Mutual Funds | — | — | $352K | 0.8% | |
| The Vanguard Group Vanguard Emerging Markets Bond Admiral | Mutual Funds | — | — | $345K | 0.8% | |
| T. Rowe Price T. Rowe Price Capital Appreciation | Other securities | — | — | $293K | 0.7% | |
| Virtus Investment Partners Small Cap Growth | Other securities | — | — | $275K | 0.6% | |
| Calvert Equity Fund Class | Other securities | — | — | $271K | 0.6% | |
| The Vanguard Group Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $264K | 0.6% | |
| Invesco International Small-Mid Company Fund R6 | Mutual Funds | — | — | $254K | 0.6% | |
| Nuveen Real Estate Select Fund R6 | Mutual Funds | — | — | $242K | 0.5% | |
| John Hancock John Hancock Funds III Disc Val Mcp I | Other securities | — | — | $201K | 0.4% | |
| T. Rowe Price T. Rowe Price Financial Services Fund | Other securities | — | — | $189K | 0.4% | |
| The Vanguard Group Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $168K | 0.4% | |
| The Vanguard Group Vanguard Intl Gr FD Admiral | Mutual Funds | — | — | $140K | 0.3% | |
| Fidelity Investments Fidelity Adv Emerging Markets | Mutual Funds | — | — | $136K | 0.3% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $116K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $114K | 0.3% | |
| The Vanguard Group Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $109K | 0.2% | |
| PATHROAD CONSERVATIVE FIX INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080030 / PN 001 | Common Collective Trust | — | — | $102K | 0.2% | |
| Goldman Sachs Asset Management Goldman Sachs Fin Sq Govt Fd 468 | Other securities | — | — | $98K | 0.2% | |
| T. Rowe Price International Discovery | Other securities | — | — | $90K | 0.2% | |
| Federated Investors Federated Institutional High Yield Bond Fund | Other securities | — | — | $87K | 0.2% | |
| PIMCO Funds Pimco GNMA & Government Securities | Agency / Mortgage-Backed | — | — | $85K | 0.2% | |
| T. Rowe Price T. Rowe Price PR Real Asset | Other securities | — | — | $82K | 0.2% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS INC · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $81K | 0.2% | |
| PATHROAD STRATEGIC CAP APPRECIATION AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1933023 / PN 001 | Common Collective Trust | — | — | $62K | 0.1% | |
| Blackrock Mid Cap Growth Equity | Other securities | — | — | $54K | 0.1% | |
| PIMCO Funds Pimco Total Return Institutional Fund | Mutual Funds | — | — | $46K | 0.1% | |
| PIMCO Funds Pimco Income Institutional Fund | Mutual Funds | — | — | $43K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $43K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $43K | <0.1% | |
| PATHROAD INTERMEDIATE TERM FIX INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080032 / PN 001 | Common Collective Trust | — | — | $41K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $41K | <0.1% | |
| Natixis Loomis Sayles LTD Government | Common Stocks | — | — | $24K | <0.1% | |
| Fidelity Investments Fidelity International Small Cap Opportunity Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Loomis Sayles Bond Institutional | Other securities | — | — | $15K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $14K | <0.1% |
