Judith Spellman signed WJK Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WJK Corporation's EIN is 36-4505254.
Download the official 2024 Form 5500 (PDF) for WJK Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WJK Corporation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | 82-1301701 | — | INVESTMENT ADVISORY | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | $0 | $2.5M | 11.9% | |
| Prin/BR S&P 500 Index CIT N | Common Collective Trusts | — | $0 | $2.1M | 10.0% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | $0 | $1.7M | 8.4% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $1.3M | 6.3% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.7% | |
| Principal Guaranteed Option | Other securities | — | $0 | $1.2M | 5.7% | |
| MFS Intl Intrinsic Value R6 Fd | Mutual Funds | — | $0 | $1.1M | 5.5% | |
| JP Morgan US Equity R6 Fund | Other securities | — | $0 | $1.1M | 5.2% | |
| Prin/MFS Value CIT N | Common Collective Trusts | — | $0 | $1.0M | 5.1% | |
| Inv Global R6 Fd | Other securities | — | $0 | $972K | 4.7% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $972K | 4.7% | |
| American Centur Mid-Cap Val R6 | Other securities | — | $0 | $901K | 4.4% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | $0 | $868K | 4.2% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $0 | $760K | 3.7% | |
| Inv Dev Mark R6 Fd | Other securities | — | $0 | $745K | 3.6% | |
| Guggenheim Ttl Ret Bnd Inst Fd | Other securities | — | $0 | $680K | 3.3% | |
| Franklin Small Cap Grth R6 Fd | Mutual Funds | — | $0 | $584K | 2.8% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $0 | $534K | 2.6% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | $0 | $415K | 2.0% | |
| Participant Loans | Participant loans | — | $0 | $330K | 1.6% | |
| Hartford Small Cap Value R6 Fd | Other securities | — | $0 | $301K | 1.5% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | $0 | $234K | 1.1% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | $0 | $221K | 1.1% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $156K | 0.8% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | $0 | $152K | 0.7% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $151K | 0.7% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $138K | 0.7% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | $0 | $137K | 0.7% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | $0 | $108K | 0.5% | |
| T.Rowe Price Bl Chip Gr I Fd | Other securities | — | $0 | $89K | 0.4% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | $0 | $79K | 0.4% | |
| Vanguard I-T Treasury Adm Fd | Mutual Funds | — | $0 | $49K | 0.2% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $33K | 0.2% | |
| VANGUARD TGT RMT 2070 INV FUND | Mutual Funds | — | $0 | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
