EVA SOSA signed JX Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JX Enterprises, Inc.'s EIN is 39-1157251.
Download the official 2024 Form 5500 (PDF) for JX Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JX Enterprises, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $68K | — |
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 Discovery | Mutual Funds | — | — | $13.6M | 14.8% | |
| Vanguard Total Stock Mkt | Mutual Funds | — | — | $9.4M | 10.2% | |
| WILMINGTON TR TROWE PR 2040 TR R1 WILMINGTON TRUST · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $6.4M | 6.9% | |
| WILMINGTON TR TROWE PR 2055 TR R1 WILMINGTON TRUST · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $6.3M | 6.9% | |
| MFS Intl Val R6 | Mutual Funds | — | — | $5.3M | 5.8% | |
| MFS International Intrinsic Value | Mutual Funds | — | — | $5.3M | 5.8% | |
| WILMINGTON TR TROWE PR 2050 TR R1 WILMINGTON TRUST · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $5.1M | 5.6% | |
| KAR SMALL CAP SUSTAINABLE GR CL 3 SEI · EIN 82-1071429 / PN 006 | Common Collective Trust | — | — | $4.2M | 4.6% | |
| WILMINGTON TR TROWE PR 2030 TR R1 WILMINGTON TRUST · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $4.0M | 4.3% | |
| SEI Janus Henderson Core Plus Fixed Income Class IV | Mutual Funds | — | — | $3.8M | 4.2% | |
| JANUS HENDERSON CORE PLUS FIXED INC SEI · EIN 47-1582809 / PN 001 | Common Collective Trust | — | — | $3.8M | 4.2% | |
| WILMINGTON TR TROWE PR 2035 TR R1 WILMINGTON TRUST · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $3.8M | 4.1% | |
| John Hancock JHancock3 Disciplined Val R6 | Other securities | — | — | $3.6M | 3.9% | |
| JHancock Disciplined Value | Other securities | — | — | $3.6M | 3.9% | |
| WILMINGTON TR TROWE PR 2025 TR R1 WILMINGTON TRUST · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $3.5M | 3.8% | |
| Transamerica Guaranteed Investment Option | Other securities | — | — | $3.4M | 3.7% | |
| JHancock Disciplined ValueMid Cap I | Other securities | — | — | $3.2M | 3.5% | |
| John Hancock JHancock3 Disciplined Val Md cp R6 | Other securities | — | — | $3.2M | 3.5% | |
| WILMINGTON TR TROWE PR 2045 TR R1 WILMINGTON TRUST · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $3.1M | 3.4% | |
| WILMINGTON TR TROWE PR 2060 TR R1 WILMINGTON TRUST · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $2.4M | 2.6% | |
| WILMINGTON TR TROWE PR 2065 TR R1 WILMINGTON TRUST · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.3% | |
| MassMutual Select Mid Cap | Other securities | — | — | $2.0M | 2.2% | |
| Royce Opportunity | Other securities | — | — | $1.8M | 2.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.3M | 1.5% | |
| WILMINGTON TR TROWE PR 2020 TR R1 WILMINGTON TRUST · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.2% | |
| Driehaus Emerging Markets | Other securities | — | — | $718K | 0.8% | |
| WILMINGTON TR TROWE PR 2015 TR R1 WILMINGTON TRUST · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $682K | 0.7% | |
| Nuveen Real Estate | Mutual Funds | — | — | $545K | 0.6% | |
| Self-Directed Brokerage Account Charles Schwab Personal Choice Retirement | Self-Directed Brokerage | — | — | $167K | 0.2% | |
| State Street Instl US Gov Premier | Other securities | — | — | $95K | 0.1% | |
| TROWE PR D 2015 TR A T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PR D 2020 TR A T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PR D 2025 TR A T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PR D 2030 TR A T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PR D 2035 TR A T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PR D 2040 TR A T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PR D 2045 TR A T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PR D 2050 TR A T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PR D 2055 TR A T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TROWE PR D 2060 TR A T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETMENT BAL TRUST A T. ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORP | 25-1409618 | — | SECURITIES BROKER | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLC | 41-0746749 | — | AUDITOR | $18K | — |
