Aleasha Arthur signed B. Frank JOY LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
B. Frank JOY LLC's EIN is 52-2267302.
Download the official 2024 Form 5500 (PDF) for B. Frank JOY LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)B. Frank JOY LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP INVESTMENT ADVISO | — | BETHESDA, MD | INVESTMENT MANAGER | $14K | — |
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 MID CAP INDEX | Registered Investment Companies | — | — | $725K | 13.6% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $607K | 11.4% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $597K | 11.2% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $587K | 11.0% | |
| FID FREEDOM IND2010 INSTL PREM 31 REGISTERED INVESTMENT COMPANY VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $424K | 7.9% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $276K | 5.2% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $265K | 5.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $257K | 4.8% | |
| FIDELITY EMERGING MARKETS K 19 REGISTERED INVESTMENT COMPANY FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $232K | 4.3% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $227K | 4.3% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $209K | 3.9% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $204K | 3.8% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $131K | 2.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $99K | 1.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $83K | 1.5% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $63K | 1.2% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $58K | 1.1% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $40K | 0.8% | |
| MASSMUTUAL SM CAP OPP I | Registered Investment Companies | — | — | $40K | 0.7% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $34K | 0.6% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $29K | 0.5% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $5K | 0.1% | |
| BLACKROCK MID-CAP VALUE K | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
