KIM Shemenske signed J & D Home Improvement, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J & D Home Improvement, Inc.'s EIN is 31-1225499.
Download the official 2022 Form 5500 (PDF) for J & D Home Improvement, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)J & D Home Improvement, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $363K | 16.7% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $146K | 6.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $135K | 6.2% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $119K | 5.5% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $114K | 5.2% | |
| TROWE PRICE BLUE CHIP GROWTH | Registered Investment Companies | — | — | $109K | 5.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $102K | 4.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $100K | 4.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $92K | 4.2% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $82K | 3.8% | |
| DELAWARE IVY HIGH INCOME I | Registered Investment Companies | — | — | $77K | 3.6% | |
| FIDELITY ADVISOR STRAT INC I | Registered Investment Companies | — | — | $67K | 3.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $65K | 3.0% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $63K | 2.9% | |
| TRP CAPITAL APPRECIATION | Registered Investment Companies | — | — | $61K | 2.8% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $60K | 2.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $46K | 2.1% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $46K | 2.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $39K | 1.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $38K | 1.8% | |
| PGIM SH TERM CORP BD Z | Registered Investment Companies | — | — | $35K | 1.6% | |
| TROWE PRICE DIVERSIFIED MCG | Registered Investment Companies | — | — | $34K | 1.6% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $33K | 1.5% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $31K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $24K | 1.1% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $23K | 1.1% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $13K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $9K | 0.4% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $7K | 0.3% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $4K | 0.2% | |
| TRPRICE RETIREMENT 2010 INV | Registered Investment Companies | — | — | $3K | 0.1% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $7K |
| — |
