Shannon Tillett signed JRSK, Inc. DBA AWAY's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JRSK, Inc. DBA AWAY's EIN is 47-3200626.
Download the official 2024 Form 5500 (PDF) for JRSK, Inc. DBA AWAY from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JRSK, Inc. DBA AWAY's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Fund Investor Class | Mutual Funds | — | — | $3.1M | 20.2% | |
| Fidelity Freedom Index 2055 Fund Investor Class | Mutual Funds | — | — | $2.6M | 16.7% | |
| Cohen & Steers Institutional Realty Shares ** 333 * Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 13.1% | |
| Fidelity Freedom Index 2060 Fund Investor Class | Mutual Funds | — | — | $1.6M | 10.2% | |
| Fidelity Freedom Index 2045 Fund Investor Class | Mutual Funds | — | — | $1.3M | 8.7% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $741K | 4.8% | |
| Fidelity Freedom Index 2035 Fund Investor Class | Mutual Funds | — | — | $633K | 4.1% | |
| Principal MidCap Value Fund Institutional R6 ** 249 Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $417K | 2.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $339K | 2.2% | |
| Fidelity Freedom Index 2030 Fund Investor Class | Mutual Funds | — | — | $261K | 1.7% | |
| Fidelity Freedom Index 2040 Fund Investor Class | Mutual Funds | — | — | $253K | 1.6% | |
| Gabelli U.S. Money Market Fund Class I | Cash / Money Market | — | — | $242K | 1.6% | |
| MFS International Equity Fund R6 | Mutual Funds | — | — | $234K | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $170K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $133K | 0.9% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $126K | 0.8% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $107K | 0.7% | |
| PIMCO RAE US Small Fund Institutional | Mutual Funds | — | — | $88K | 0.6% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $74K | 0.5% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $62K | 0.4% | |
| American Century High Income Fund R6 | Other securities | — | — | $56K | 0.4% | |
| American Century Small Cap Growth Fund R6 | Other securities | — | — | $47K | 0.3% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $47K | 0.3% | |
| Fidelity Freedom Index 2025 Fund Investor Class | Mutual Funds | — | — | $18K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund ** 444 * Fidelity International Bond Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2015 Fund Investor Class | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom Index Income Fund Investor Class | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2065 Fund Investor Class | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2020 Fund Investor Class | Mutual Funds | — | — | $1K | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | ACCOUNTANT/AUDITOR | $24K | — |
