William Happe signed JDA Partners Technical Service's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JDA Partners Technical Service's EIN is 45-3455335.
Download the official 2024 Form 5500 (PDF) for JDA Partners Technical Service from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JDA Partners Technical Service'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $69K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.0M | 17.2% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $741K | 12.3% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $583K | 9.6% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $575K | 9.5% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $304K | 5.0% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $296K | 4.9% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $286K | 4.7% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $264K | 4.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $163K | 2.7% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $162K | 2.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $161K | 2.7% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $154K | 2.6% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $129K | 2.1% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $108K | 1.8% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $91K | 1.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $90K | 1.5% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $85K | 1.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $73K | 1.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $63K | 1.0% | |
| CAREAGLE SMALL CAP GROWTH - I | Registered Investment Companies | — | — | $61K | 1.0% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $58K | 1.0% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $53K | 0.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $43K | 0.7% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $42K | 0.7% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $37K | 0.6% | |
| INVESCO REAL ESTATE FUND R6 | Registered Investment Companies | — | — | $36K | 0.6% | |
| WESTERN ASST MRTG TOTAL RET I | Registered Investment Companies | — | — | $33K | 0.5% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $32K | 0.5% | |
| TRANSAMERICA INTL EQUITY R6 | Registered Investment Companies | — | — | $26K | 0.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $16K |
| — |
