Joday Auker signed Jay Petroleum Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jay Petroleum Inc.'s EIN is 35-1037456.
Download the official 2024 Form 5500 (PDF) for Jay Petroleum Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jay Petroleum 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $5K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.7M | 96.9% | |
| JHancock Disc Val Mid Cap R6 ** 535 JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.1M | 22.1% | |
| OneAmerica Retirementtrack Mod 2035 R1 | Other securities | — | — | $807K | 16.6% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $735K | 15.1% | |
| OneAmerica Retirementtrack Mod Ret R1 | Other securities | — | — | $402K | 8.3% | |
| MFS Growth R6 | Mutual Funds | — | — | $328K | 6.8% | |
| OneAmerica Retirementtrack Mod 2055 R1 | Other securities | — | — | $289K | 6.0% | |
| OneAmerica Retirementtrack Mod 2045 R1 | Other securities | — | — | $244K | 5.0% | |
| OneAmerica Retirementtrack Agg 2055 R1 | Other securities | — | — | $158K | 3.2% | |
| American United Life Insurance Company guaranteed investment contract AUL Stable Value Account | Stable Value | — | — | $138K | 2.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $135K | 2.8% | |
| Vanguard Equity-Income Adm ** 830 Vanguard International GR Adm | Mutual Funds | — | — | $125K | 2.6% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $102K | 2.1% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $94K | 1.9% | |
| OneAmerica Retirementtrack Agg 2045 R1 | Other securities | — | — | $67K | 1.4% | |
| Ishares SP 500 Index K | Common Collective Trusts | — | — | $57K | 1.2% | |
| American Century Small Cap Value R6 | Pooled Separate Accounts | — | — | $26K | 0.5% | |
| OneAmerica Retirementtrack Agg 2035 R1 | Other securities | — | — | $20K | 0.4% | |
| OneAmerica Retirementtrack Mod 2065 R1 | Other securities | — | — | $10K | 0.2% | |
| OneAmerica Retirementtrack Agg 2065 R1 | Other securities | — | — | $10K | 0.2% | |
| Fidelity International Index | Mutual Funds | — | — | $9K | 0.2% | |
| American Funds New World R6 | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds Inflation Linked Bond R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Adv Small Cap Value Z | Mutual Funds | — | — | $2K | <0.1% | |
| Jan Hen Global Equity Income | Other securities | — | — | $1K | <0.1% | |
| American Funds Cap World Bond R6 | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1K | <0.1% | |
| EB MAGIC 50 STABLE VALUE FUND KEYBANK NA · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
