Bestpass Inc.'s EIN is 36-4535141.
Download the official 2024 Form 5500 (PDF) for Bestpass Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bestpass Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $576 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC PENSION SERVICES LLC | 14-1836262 | — | TPA | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement Income 2035 R6 | Other securities | — | — | $2.4M | 14.0% | |
| JPMorgan SmartRetirement Income 2045 R6 | Other securities | — | — | $2.0M | 11.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.8M | 10.1% | |
| Vanguard Information Technology Idx Adm | Common Collective Trusts | — | — | $1.5M | 8.4% | |
| JPMorgan SmartRetirement Income 2050 R6 | Other securities | — | — | $1.4M | 8.0% | |
| JPMorgan SmartRetirement Income 2040 R6 | Other securities | — | — | $1.3M | 7.5% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $1.3M | 7.4% | |
| JPMorgan SmartRetirement Income 2055 R6 | Other securities | — | — | $970K | 5.6% | |
| JPMorgan SmartRetirement Income 2030 R6 | Other securities | — | — | $678K | 3.9% | |
| JPMorgan SmartRetirement Income 2060 R6 | Other securities | — | — | $646K | 3.7% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $582K | 3.4% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $407K | 2.3% | |
| MFS Growth R6 | Mutual Funds | — | — | $330K | 1.9% | |
| Fidelity Advisor Health Care Z | Mutual Funds | — | — | $318K | 1.8% | |
| JPMorgan SmartRetirement Income 2025 R6 | Other securities | — | — | $293K | 1.7% | |
| Virtus Kar Small-Cap Growth R6 | Other securities | — | — | $289K | 1.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $279K | 1.6% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $248K | 1.4% | |
| Notes Receivable from Participants | Other securities | — | — | $163K | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $161K | 0.9% | |
| Fidelity Contrafund | Mutual Funds | — | — | $111K | 0.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $101K | 0.6% | |
| JPMorgan SmartRetirement Income 2020 R6 | Other securities | — | — | $71K | 0.4% | |
| JPMorgan SmartRetirement Income R6 | Other securities | — | — | $47K | 0.3% | |
| Fidelity International Index | Mutual Funds | — | — | $33K | 0.2% | |
| PIMCO Income Instl | Mutual Funds | — | — | $26K | 0.1% | |
| JPMorgan Government Bond R6 | U.S. Treasuries | — | — | $22K | 0.1% | |
| Fidelity Advisor Intl Capital App Z | Mutual Funds | — | — | $2K | <0.1% | |
| Nuveen Real Estate Securities Select R6 | Mutual Funds | — | — | $6 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
