J.J. Collins Sons, Inc.'s EIN is 36-0933370.
Download the official 2024 Form 5500 (PDF) for J.J. Collins Sons, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.J. Collins Sons, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRUMLY AND ASSOCIATES INCORPORATED, | 27-4418309 | — | NONE | $26K | — |
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $19K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Institutional Premium | Mutual Funds | — | — | $1.7M | 14.8% | |
| Fidelity Freedom Index 2030 Institutional Premium | Mutual Funds | — | — | $873K | 7.5% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $851K | 7.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $825K | 7.1% | |
| Vanguard Information Technology Idx Adm | Common Collective Trusts | — | — | $803K | 6.9% | |
| Fidelity Freedom Index 2025 Institutional Premium | Mutual Funds | — | — | $650K | 5.6% | |
| LARGE CAP VALUE FUND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $576K | 4.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $492K | 4.2% | |
| Vanguard Health Care Index Fund Admiral Shares | Common Collective Trusts | — | — | $431K | 3.7% | |
| Fidelity Freedom Index 2040 Institutional Premium | Mutual Funds | — | — | $392K | 3.4% | |
| Fidelity Advisor Growth Opportunities Fund Class Z | Mutual Funds | — | — | $384K | 3.3% | |
| Fidelity Freedom Index 2045 Institutional Premium | Mutual Funds | — | — | $377K | 3.2% | |
| Fidelity Freedom Index 2020 Institutional Premium | Mutual Funds | — | — | $354K | 3.0% | |
| PIMCO Income Fund - Institutional | Mutual Funds | — | — | $314K | 2.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $299K | 2.6% | |
| CORE PLUS BOND FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $260K | 2.2% | |
| PGIM Jennison Global Opportunities Fund R6 | Other securities | — | — | $259K | 2.2% | |
| TIAA CREF Short-term Bond Fund Institutional | Mutual Funds | — | — | $246K | 2.1% | |
| Cash and cash equivalents (held by Charles Schwab Trust Bank) * Charles Schwab Bank Savings ** $ 52 * Mutual funds (held by Charles Schwab Trust Bank) American Funds Bond FD of Amer R6 | Mutual Funds | — | — | $242K | 2.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $218K | 1.9% | |
| INTERNATIONAL EQUITY FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $180K | 1.5% | |
| Fidelity Freedom Index 2050 Institutional Premium | Mutual Funds | — | — | $162K | 1.4% | |
| Fidelity Freedom Index 2055 Institutional Premium | Mutual Funds | — | — | $138K | 1.2% | |
| PGIM Global Real Estate Fund- Class R6 | Other securities | — | — | $130K | 1.1% | |
| American Funds Small Cap World FD R6 | Mutual Funds | — | — | $119K | 1.0% | |
| Notes from participants Interest ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $110K | 0.9% | |
| Fidelity Freedom Index 2010 Institutional Premium | Mutual Funds | — | — | $102K | 0.9% | |
| Fidelity Freedom Index 2065 Institutional Premium | Mutual Funds | — | — | $74K | 0.6% | |
| Fidelity Freedom Index 2060 Institutional Premium | Mutual Funds | — | — | $66K | 0.6% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | Mutual Funds | — | — | $26K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
