Stephen Brkich signed Jenkins Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jenkins Services, Inc.'s EIN is 74-2657571.
Download the official 2024 Form 5500 (PDF) for Jenkins Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jenkins Services, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $227K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.5M | 13.4% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.3M | 12.8% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.1M | 12.3% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.5M | 10.4% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.1M | 9.3% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.7M | 8.0% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 7.8% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.8M | 5.3% | |
| N/A JP Morgan Growth Advantage Fund Mutual Fund | Other securities | — | — | $1.6M | 4.7% | |
| Participant Loans 4.25% - 9.50% -0- | Bonds / Notes | — | — | $1.4M | 4.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 3.6% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $757K | 2.3% | |
| N/A Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $748K | 2.2% | |
| N/A JP Morgan US Equity Fund Mutual Fund | Other securities | — | — | $219K | 0.7% | |
| N/A BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund | Other securities | — | — | $158K | 0.5% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $135K | 0.4% | |
| N/A Pimco Income Fund Mutual Fund | Mutual Funds | — | — | $133K | 0.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $124K | 0.4% | |
| N/A American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $96K | 0.3% | |
| N/A MFS Value Fund Mutual Fund | Mutual Funds | — | — | $92K | 0.3% | |
| N/A Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $86K | 0.3% | |
| N/A Allspring Spec Mid Cap Value Fund Mutual Fund | Other securities | — | — | $64K | 0.2% | |
| N/A Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $48K | 0.1% | |
| Principal Real Estate Securities Fund Mutual Fund | Other securities | — | — | $48K | 0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $30K | <0.1% | |
| N/A DFA US Targeted Value Portfolio Mutual Fund | Mutual Funds | — | — | $18K | <0.1% | |
| N/A ClearBridge Small Cap Growth Fund Mutual Fund | Other securities | — | — | $18K | <0.1% | |
| N/A Hartford International Opportunity Fund Mutual Fund | Other securities | — | — | $16K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $12K | <0.1% | |
| N/A Pioneer Bond Fund Mutual Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
