WIL Terry signed JW Powerline, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JW Powerline, LLC's EIN is 75-1921002.
Download the official 2022 Form 5500 (PDF) for JW Powerline, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)JW Powerline, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
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 FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $159K | 21.5% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $75K | 10.1% | |
| BLACKROCK TOTAL RETURN K 17 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $72K | 9.7% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $71K | 9.6% | |
| PRI REAL ESTATE SECURITIES R6 81 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $68K | 9.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $64K | 8.6% | |
| VANGUARD SMALL CAP INDEX ADMRL 158 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX INC PREMIER 18 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $63K | 8.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $60K | 8.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $42K | 5.7% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $29K | 4.0% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $13K | 1.8% | |
| FID FREEDOM INDEX 2065 PREMIER | Mutual Funds | — | — | $11K | 1.5% | |
| MFS TOTAL RETURN - R6 0 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I 0 REGISTERED INVESTMENT COMPANY ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $4K | 0.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $3K | 0.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $3K | 0.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
