Andrea Bunch signed JK Moving and Storage, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JK Moving and Storage, Inc.'s EIN is 54-1289302.
Download the official 2024 Form 5500 (PDF) for JK Moving and Storage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JK Moving and Storage, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $55K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $5.6M | 11.0% | |
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $5.1M | 10.0% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $4.4M | 8.7% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $4.4M | 8.6% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $4.3M | 8.4% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $3.3M | 6.5% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $3.1M | 6.0% | |
| TRP GROWTH STOCK I | Other securities | — | — | $2.8M | 5.5% | |
| FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $2.8M | 5.5% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $1.3M | 2.6% | |
| BARON GROWTH R6 | Other securities | — | — | $1.0M | 2.0% | |
| INVESCO DIVRS DIV R6 | Mutual Funds | — | — | $1.0M | 2.0% | |
| I O INTL GROWTH R6 | Other securities | — | — | $943K | 1.8% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $932K | 1.8% | |
| AF NEW WORLD R6 | Other securities | — | — | $897K | 1.8% | |
| AS SPL MID CP VAL R6 | Other securities | — | — | $887K | 1.7% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $876K | 1.7% | |
| PARTICIPANT LOANS | Participant loans | — | — | $723K | 1.4% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | — | $665K | 1.3% | |
| FA TOTAL BOND Z | Other securities | — | — | $659K | 1.3% | |
| AS SM CO GROWTH R6 | Common Stocks | — | — | $649K | 1.3% | |
| AS SPL SM CAP VAL R6 | Other securities | — | — | $646K | 1.3% | |
| GABELLI UST MM AAA | Other securities | — | — | $628K | 1.2% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | — | $411K | 0.8% | |
| FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $391K | 0.8% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $340K | 0.7% | |
| FID GLB EX US IDX | Common Collective Trusts | — | — | $288K | 0.6% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $264K | 0.5% | |
| FID US BOND IDX | Common Collective Trusts | — | — | $184K | 0.4% | |
| GLENMEDE LGCPCORE IS | Other securities | — | — | $179K | 0.4% | |
| HTFD INTL OPPS R6 | Other securities | — | — | $162K | 0.3% | |
| FID FDM IDX INC IPR | Common Collective Trusts | — | — | $27K | <0.1% | |
| FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $8K |
| — |
