Carol Burke signed J.L. CARR Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J.L. CARR Enterprises, Inc.'s EIN is 46-0921129.
Download the official 2024 Form 5500 (PDF) for J.L. CARR Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.L. CARR 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15.8M | 92.4% | |
| MyCompass Ind Moderate 2035 Fd R | Other securities | — | — | $2.1M | 12.4% | |
| Fidelity Lrg Cp Grwth Ind Fd | Mutual Funds | — | — | $1.9M | 11.1% | |
| Fidelity 500 index Fund | Common Collective Trusts | — | — | $1.8M | 10.3% | |
| MyCompass Ind Moderate 2045 Fd R | Other securities | — | — | $1.4M | 7.9% | |
| Fidelity US Bd Idx Fund | Common Collective Trusts | — | — | $1.3M | 7.7% | |
| Vanguard Tot Wrld Stk Ind Fd Adm | Mutual Funds | — | — | $1.2M | 7.2% | |
| VOYA Fixed Account*** | Other securities | — | — | $1.1M | 6.5% | |
| Vanguard Balanced Index Fund Adm | Common Collective Trusts | — | — | $714K | 4.2% | |
| MyCompass Ind Moderate Ret Fd R | Other securities | — | — | $519K | 3.0% | |
| Fidelity Sm Cp Ind Fund | Mutual Funds | — | — | $458K | 2.7% | |
| Vanguard High-Yld Corporate Fnd Adm | Mutual Funds | — | — | $455K | 2.7% | |
| Fidelity Lrg Cap Index Fd | Mutual Funds | — | — | $435K | 2.5% | |
| Fidelity Infl-Prtctd Bnd Indx Fd | Mutual Funds | — | — | $415K | 2.4% | |
| Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $386K | 2.3% | |
| Vanguard International Grwth | Mutual Funds | — | — | $331K | 1.9% | |
| Fidelity Real Estate Idx Fd | Common Collective Trusts | — | — | $307K | 1.8% | |
| MyCompass Ind Moderate 2055 Fd R | Other securities | — | — | $253K | 1.5% | |
| Fidelity Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $225K | 1.3% | |
| Fidelity Emerg Mkts Index Fd | Mutual Funds | — | — | $217K | 1.3% | |
| Vanguard Sm- Cap Val Index Fnd Adm | Mutual Funds | — | — | $210K | 1.2% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $204K | 1.2% | |
| MyCompass Ind Moderate 2065 Fd R | Other securities | — | — | $193K | 1.1% | |
| Notes receivable Maturity through April 2029 and from participants interest rates from 5.25% to 10.50% | Bonds / Notes | — | — | $187K | 1.1% | |
| Fidelity Lrg Cap Val Ind Fd | Mutual Funds | — | — | $186K | 1.1% | |
| MyCompass Ind Conservative 2035 Fd | Other securities | — | — | $183K | 1.1% | |
| MyCompass Ind Aggressive 2065 Fd R | Other securities | — | — | $126K | 0.7% | |
| MyCompass Ind Aggresive 2055 Fd R | Other securities | — | — | $114K | 0.7% | |
| Vanguard Tot Intl Bnd Ind Fd Adm | Mutual Funds | — | — | $109K | 0.6% | |
| MyCompass Ind Conservative 2035 Fd | Other securities | — | — | $41K | 0.2% | |
| MyCompass Ind Aggresive 2045 Fd R | Other securities | — | — | $40K | 0.2% | |
| Voya GOV Voya Gov Money Mkt Fund A | Cash / Money Market | — | — | $7K | <0.1% | |
| MyCompass Ind Conservative 2035 Fd | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
