Jerrys Enterprises Inc.'s EIN is 41-0834686.
Download the official 2024 Form 5500 (PDF) for Jerrys Enterprises Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jerrys Enterprises Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVIS | 82-1364595 | — | NONE | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $45.9M | 92.7% | |
| Fiduciary Investment Trust Balanced Portfolio | Other securities | — | — | $15.7M | 31.8% | |
| Fiduciary Investment Trust Growth Portfolio | Other securities | — | — | $8.6M | 17.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.6M | 9.3% | |
| Guaranteed Return Account - | Other securities | — | — | $3.2M | 6.5% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $2.9M | 5.8% | |
| Vanguard Equity Income | Mutual Funds | — | — | $2.3M | 4.6% | |
| Fiduciary Investment Trust Aggressive Portfolio | Other securities | — | — | $2.3M | 4.6% | |
| GMS GQG Partners International Opps | Other securities | — | — | $1.6M | 3.3% | |
| PGIM Total Return Bond | Other securities | — | — | $1.1M | 2.3% | |
| JP Morgan Mid Cap Growth | Other securities | — | — | $1.1M | 2.1% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $1.1M | 2.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $917K | 1.9% | |
| American Century Small Cap Growth Fund | Other securities | — | — | $692K | 1.4% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $634K | 1.3% | |
| Fiduciary Investment Trust Mod Cons Portfolio | Other securities | — | — | $575K | 1.2% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $486K | 1.0% | |
| due through September 2033 - | Other securities | — | — | $401K | 0.8% | |
| Black Rock Strategic Global Bond International | Other securities | — | — | $314K | 0.6% | |
| JNS Henderson Global Equity Inc - | Common Stocks | — | — | $308K | 0.6% | |
| Vanguard Short Term Investment Grade | Mutual Funds | — | — | $255K | 0.5% | |
| Cohen & Steers Real Estate | Other securities | — | — | $240K | 0.5% | |
| Fiduciary Investment Trust Conservative Portfolio | Other securities | — | — | $204K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
