Steve Jenkins signed Jay Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jay Industries, Inc.'s EIN is 34-0671371.
Download the official 2024 Form 5500 (PDF) for Jay Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jay Industries, 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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $26K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Government Money Market | Mutual Funds | — | $1.3M | $1.3M | 9.9% | |
| Fidelity Advisor Freedom 2040 Z Fund | Mutual Funds | — | $71K | $1.2M | 8.6% | |
| Fidelity Advisor New Insights I Fund | Mutual Funds | — | $20K | $870K | 6.4% | |
| Fidelity Advisor Freedom 2030 Z Fund | Mutual Funds | — | $52K | $733K | 5.4% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | $4K | $714K | 5.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $3K | $647K | 4.8% | |
| Columbia Global Technology Growth I Fund | Other securities | — | $7K | $638K | 4.7% | |
| Columbia Dividend Income I Fund | Other securities | — | $15K | $495K | 3.6% | |
| Fidelity Advisor Dividend Growth Z Fund | Mutual Funds | — | $20K | $489K | 3.6% | |
| Fidelity Advisor Utilities Z Fund | Mutual Funds | — | $8K | $375K | 2.8% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | $2K | $356K | 2.6% | |
| American Century Investments Equity Growth Fund | Other securities | — | $10K | $345K | 2.5% | |
| Fidelity Advisor Balanced Fund | Mutual Funds | — | $12K | $344K | 2.5% | |
| Fidelity Advisor Freedom 2025 Z Fund | Mutual Funds | — | $21K | $263K | 1.9% | |
| Fidelity Advisor Freedom 2035 Z Fund | Mutual Funds | — | $17K | $242K | 1.8% | |
| Fidelity Advisor Freedom 2045 Z Fund | Mutual Funds | — | $17K | $230K | 1.7% | |
| Fidelity Advisor China Region Fund | Mutual Funds | — | $5K | $209K | 1.5% | |
| Fidelity Advisor U.S. Bond Index Fund | Common Collective Trusts | — | $19K | $194K | 1.4% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $4K | $192K | 1.4% | |
| Fidelity Advisor Freedom Inc Z Fund | Mutual Funds | — | $19K | $187K | 1.4% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | $21K | $185K | 1.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | $2K | $184K | 1.4% | |
| Fidelity Advisor Diversified International I Fund | Mutual Funds | — | $7K | $182K | 1.3% | |
| PIMCO Funds Short Term Fund | Mutual Funds | — | $18K | $177K | 1.3% | |
| Calamos Investments Convertible I Fund | Other securities | — | $9K | $174K | 1.3% | |
| Columbia Acorn I Fund | Other securities | — | $13K | $164K | 1.2% | |
| PIMCO Funds Low Duration Inst Fund | Mutual Funds | — | $17K | $159K | 1.2% | |
| Lord Abbett Multi-Asset Income Fund Class I | Mutual Funds | — | $10K | $157K | 1.2% | |
| Fidelity Advisor Energy Z Fund | Mutual Funds | — | $3K | $149K | 1.1% | |
| Fidelity Advisor Freedom 2050 Z Fund | Mutual Funds | — | $11K | $146K | 1.1% | |
| Calamos Investments Global Opportunities I Fund | Other securities | — | $11K | $138K | 1.0% | |
| Fidelity Advisor Freedom 2055 Z Fund | Mutual Funds | — | $9K | $136K | 1.0% | |
| Franklin Total Return Fund Advisor | Mutual Funds | — | $16K | $129K | 1.0% | |
| PIMCO Funds High Yield Inst Fund | Mutual Funds | — | $16K | $129K | 0.9% | |
| Fidelity Advisor Corporate Bond Fund | Mutual Funds | — | $12K | $128K | 0.9% | |
| JP Morgan Short Duration Bond R6 Fund | Other securities | — | $11K | $124K | 0.9% | |
| American Century Investments Global Gold Investment Fund | Other securities | — | $10K | $117K | 0.9% | |
| Fidelity Advisor Real Estate Z Fund | Mutual Funds | — | $7K | $116K | 0.9% | |
| Fidelity Advisor Freedom 2060 Z Fund | Mutual Funds | — | $8K | $116K | 0.9% | |
| Fidelity Advisor Freedom 2065 Z Fund | Mutual Funds | — | $8K | $104K | 0.8% | |
| Fidelity Advisor Freedom 2070 Z Fund 552 * Fidelity Advisor International Small Cap Opp I Fund | Mutual Funds | — | $5K | $104K | 0.8% | |
| Fidelity Advisor Freedom 2020 Z Fund | Mutual Funds | — | $7K | $80K | 0.6% | |
| Fidelity Advisor Freedom 2015 Z Fund | Mutual Funds | — | $5K | $57K | 0.4% | |
| Fidelity Advisor Freedom 2010 Z Fund | Mutual Funds | — | $3K | $31K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
