John Wicker signed B & J Specialty, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
B & J Specialty, Inc.'s EIN is 35-1794553.
Download the official 2024 Form 5500 (PDF) for B & J Specialty, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)B & J Specialty, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $4.9M | 91.4% | |
| INDEXSELECT AGGRESSIVE RET FUND CLA GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $1.6M | 29.7% | |
| LARGE CAP GROWTH II GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $1.1M | 21.4% | |
| INDEXSELECT MODERATE 2035 FUND CLAS GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $426K | 8.0% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $224K | 4.2% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $194K | 3.6% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $128K | 2.4% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $94K | 1.7% | |
| MID CAP VALUE II GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $92K | 1.7% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $84K | 1.6% | |
| INDEXSELECT CONSERVATIVE 2055 FD CL GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $54K | 1.0% | |
| BLACKROCK MID CAP EQUITY FUND R GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $54K | 1.0% | |
| INDEXSELECT MODERATE RET FUND CLASS GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $44K | 0.8% | |
| SMALL CAP VALUE FUND III CL II GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $40K | 0.7% | |
| LARGE CAP VALUE II GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $36K | 0.7% | |
| INDEXSELECT MODERATE 2045 FUND CLAS GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $23K | 0.4% | |
| INDEXSELECT MODERATE 2055 FUND CLAS GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $21K | 0.4% | |
| INDEXSELECT AGRESSIVE 2065 FUND CLA GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $10K | 0.2% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 000 | Common Collective Trust | — | — | $6K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2065 FD CL GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT MODERATE 2065 FUND CLAS GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $2K | <0.1% |
| FLEXPATH STRATEGIES LLC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $2K | — |
| EQUITABLE ADVISORS LLC | — | NEW YORK, NY | BROKER/ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTEN SOUERS LLC | — | FORT WAYNE, IN | CONTRACT ADMIN | $4K | — |
