Jason Klein signed JDS Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JDS Industries, Inc.'s EIN is 46-0415545.
Download the official 2024 Form 5500 (PDF) for JDS Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JDS Industries, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $2.4M | 20.0% | |
| PIMCO STOCKSPLUS INTL A | Registered Investment Companies | — | — | $1.9M | 15.6% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $1.7M | 13.9% | |
| INVESCO SMALL CAP VALUE A | Registered Investment Companies | — | — | $1.2M | 9.9% | |
| ALLSPRING CORE PLUS BOND A | Registered Investment Companies | — | — | $1.1M | 9.5% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $998K | 8.3% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $966K | 8.0% | |
| VIRTUS KAR SMALL-CAP GROWTH A | Registered Investment Companies | — | — | $634K | 5.3% | |
| ALS INDEX ASSET ALLOCATION A | Registered Investment Companies | — | — | $307K | 2.5% | |
| PIMCO STOCKSPLUS FUND -A | Registered Investment Companies | — | — | $232K | 1.9% | |
| JOHN HANCOCK BAL R2 | Registered Investment Companies | — | — | $225K | 1.9% | |
| PIMCO HIGH YIELD FUND - A | Registered Investment Companies | — | — | $179K | 1.5% | |
| MFS INTL INTRINSIC VALUE - A | Registered Investment Companies | — | — | $161K | 1.3% | |
| BLACKROCK STRAT GLOBAL BOND A | Registered Investment Companies | — | — | $10K | <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 |
| $0 |
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