Dan Najjum signed Packback, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Packback, Inc.'s EIN is 46-5189551.
Download the official 2024 Form 5500 (PDF) for Packback, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Packback, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | IRVINE, CA | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST. LOUIS, MO | INVESTMENT ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Market R2-E Mutual Funds * American Funds American Funds 2060 Target Date N/R | Mutual Funds | — | — | $1.5M | 28.7% | |
| Retirement Fund Class R-2E * American Funds American Funds 2055 Target Date N/R | Mutual Funds | — | — | $854K | 16.6% | |
| Retirement Fund Class R-2E * American Funds American Funds 2045 Target Date N/R | Mutual Funds | — | — | $425K | 8.3% | |
| Retirement Fund Class R-2E * American Funds American Funds The Growth Fund of N/R | Mutual Funds | — | — | $412K | 8.0% | |
| America Class R-2E * American Funds American Funds 2065 Target Date N/R | Mutual Funds | — | — | $403K | 7.8% | |
| Retirement Fund Class R-2E Fidelity Investments Fidelity Advisor Growth Opportunities N/R | Mutual Funds | — | — | $356K | 6.9% | |
| Fund Class M * American Funds American Funds Fundamental Investors N/R | Mutual Funds | — | — | $305K | 5.9% | |
| Class R-2E * American Funds American Funds 2050 Target Date N/R | Mutual Funds | — | — | $165K | 3.2% | |
| Retirement Fund Class R-2E * American Funds American Funds New Perspective Fund N/R | Mutual Funds | — | — | $135K | 2.6% | |
| Class R-2E * American Funds American Funds 2040 Target Date N/R | Mutual Funds | — | — | $119K | 2.3% | |
| Retirement Fund Class R-2E * American Funds American Funds SMALLCAP World N/R | Mutual Funds | — | — | $115K | 2.2% | |
| Fund Class R-2E * American Funds American Funds The Income Fund of N/R | Mutual Funds | — | — | $73K | 1.4% | |
| America Class R-2E * American Funds American Funds American Mutual Fund N/R | Mutual Funds | — | — | $46K | 0.9% | |
| Class R-2E * American Funds American Funds New World Fund Class N/R | Mutual Funds | — | — | $44K | 0.9% | |
| R-2E T. Rowe Price T. Rowe Price Blue Chip Growth Fund N/R | Other securities | — | — | $38K | 0.7% | |
| Money Market Fund * American Funds American Funds US Government Money N/R | Mutual Funds | — | — | $32K | 0.6% | |
| Class R MFS International Diversification Fund N/R | Mutual Funds | — | — | $31K | 0.6% | |
| Class R2 * American Funds American Funds EUPAC Growth Fund N/R | Mutual Funds | — | — | $25K | 0.5% | |
| Class R-2E T. Rowe Price T. Rowe Price U.S. Equity Research N/R | Other securities | — | — | $13K | 0.3% | |
| PGIM Investments PGIM Total Return Bond Fund Class R N/R | Other securities | — | — | $12K | 0.2% | |
| Fidelity Investments Fidelity Advisor Balanced Fund Class M N/R | Mutual Funds | — | — | $12K | 0.2% | |
| American Funds American Funds American Balanced N/R | Mutual Funds | — | — | $7K | 0.1% | |
| Fund Class R-2E Fidelity Investments Fidelity Advisor Stock Selector Mid Cap N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Fund Class M * American Funds American Funds 2025 Target Date N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Retirement Fund Class R-2E JPMorgan U.S. Small Company Fund N/R | Common Stocks | — | — | $3K | <0.1% | |
| Class R2 * American Funds American Funds The Bond Fund of N/R | Mutual Funds | — | — | $2K | <0.1% | |
| America Class R-2E * American Funds American Funds 2035 Target Date N/R | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| SHORE TOMPKINS ACTUARIAL RESOURCES | — | CHICAGO, IL | CONTRACT ADMIN | $2K | — |
