Lindsey Malpass-SKOP signed EJ USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EJ USA, Inc.'s EIN is 38-1434427.
Download the official 2024 Form 5500 (PDF) for EJ USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EJ USA, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & COMPANY | 38-2117812 | — | CONSULTANT | $76K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $31.7M | 13.2% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $22.3M | 9.3% | |
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $21.4M | 8.9% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $20.5M | 8.5% | |
| * Principal Life Insurance Company Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $16.4M | 6.8% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $14.6M | 6.1% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $14.4M | 6.0% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $14.3M | 5.9% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $10.9M | 4.6% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $9.1M | 3.8% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $7.0M | 2.9% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $6.6M | 2.8% | |
| Participant Loans 4.25% to 9.50% | Bonds / Notes | — | — | $5.4M | 2.3% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $5.2M | 2.2% | |
| SSGA SP MCP ID SEC LND SRS XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $5.0M | 2.1% | |
| Columbia Funds Dividend Income I3 Fund | Other securities | — | — | $4.7M | 1.9% | |
| Eagle Financial Services, Inc. Carillon Eagle Mid Cap Growth R6 | Common Stocks | — | — | $4.4M | 1.8% | |
| SSGA RUSSELL SC IDX SEC LND II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 040 | Common Collective Trust | — | — | $4.3M | 1.8% | |
| Fuller & Thaler Behavioral Small Cap Growth R6 | Other securities | — | — | $4.3M | 1.8% | |
| The American Funds Bond Fund of America R6 Fund | Mutual Funds | — | — | $4.2M | 1.7% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $3.6M | 1.5% | |
| Victory Funds Sycamore Est Value I Fund | Other securities | — | — | $2.7M | 1.1% | |
| Principal Global Investors Trust Company Income Fund | Common Stocks | — | — | $1.2M | 0.5% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| Fidelity Investments Total Bond K6 Fund | Mutual Funds | — | — | $972K | 0.4% | |
| JP Morgan Funds Undisc Managers Behavioral Value | Other securities | — | — | $845K | 0.4% | |
| PGIM Investments High Yield R6 Fund | Other securities | — | — | $554K | 0.2% | |
| John Hancock Disciplined Value International R6 | Other securities | — | — | $330K | 0.1% | |
| The American Funds New World R6 Fund | Mutual Funds | — | — | $264K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $256K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
