J & K PMS, Inc.'s EIN is 75-2524137.
Download the official 2022 Form 5500 (PDF) for J & K PMS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)J & K PMS, 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 |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | 04-1590850 | — | RECORD KEEPER | $0 | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2040 K (i) | Other securities | — | — | $338K | 19.1% | |
| BlackRock Lifepath Index 2055 K (i) | Other securities | — | — | $317K | 17.9% | |
| BlackRock LifePath Index 2065 K (i) | Other securities | — | — | $284K | 16.0% | |
| BlackRock Lifepath Index 2050 K (i) | Other securities | — | — | $254K | 14.4% | |
| BlackRock Lifepath Index 2060 K (i) | Other securities | — | — | $188K | 10.6% | |
| various maturity dates through 2027. -0- | Other securities | — | — | $163K | 9.2% | |
| Goldman Sachs Mid Cap Growth Instl (i) 688 Goldman Sachs Core Fixed Income Instl (i) 840 BlackRock Lifepath Index 2045 K (i) | Other securities | — | — | $76K | 4.3% | |
| BlackRock Lifepath Index 2035 K (i) | Other securities | — | — | $62K | 3.5% | |
| STABLE VALUE COLLECTIVE TRUST STABLE VALUE COLLECTIVE TRUST INSTITUTIONAL SERIES CLASS 1 · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $12K | 0.7% | |
| Fidelity 500 Index Fund (i) | Common Collective Trusts | — | — | $6K | 0.3% | |
| American Funds Growth Fund of Amer R6 (i) 106 Fidelity Mid Cap Index (i) | Mutual Funds | — | — | $4K | 0.2% | |
| American Funds American Mutual R6 (i) 323 Principal MidCap Value I R6 (i) 62 PIMCO RAE US Small Instl (i) 61 AB Small Cap Growth Portfolio Z (i) 786 American Funds Inflation Linked Bd R6 (i) 12 American Funds American Balanced R6 (i) | Mutual Funds | — | — | $3K | 0.2% | |
| BlackRock Lifepath Index 2030 K (i) | Other securities | — | — | $2K | 0.1% | |
| Fidelity Small Cap Index (i) | Mutual Funds | — | — | $2K | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) T. ROWE PRICE SCI & TECH · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) TOTAL BOND MARKET FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH RET TO 2045 MANAGED PORT · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH RET TO 2040 MANAGED PORT · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH RET TO 2035 MANAGED PORT · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH RET TO 2030 MANAGED PORT · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH RET TO 2025 MANAGED PORT · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH RET TO 2020 MANAGED PORT · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH RET INCOME MANAGED PORT · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH LS AGG MANAGED PORTFOLIO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH RET TO 2050 MANAGED PORT · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH LS BAL MANAGED PORTFOLIO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH LS MOD MANAGED PORTFOLIO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH LS CON MANAGED PORTFOLIO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) INTL EQUITY INDEX FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) ISHARES GOLD TRUST ETF · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) NATURAL RESOURCES FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) REAL EST. SECURITIES FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) T. ROWE PRICE HEALTH SCI · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JH RET TO 2055 MANAGED PORT · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) VANGUARD ENERGY FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) VANGUARD SMALL CAP GROW INDEX · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) VANGUARD SMALL CAP VALUE INDEX · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) 500 INDEX FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) DODGE & COX STOCK FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) EUROPACIFIC GROWTH FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) FIDELITY CONTRAFUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) INVESTMENT COMPANY OF AMERICA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) VANGUARD VALUE INDEX FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) FEDERATED HIGH YIELD BOND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) CASH · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) VANGUARD SHORT-TERM FEDERAL · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) T. ROWE PRICE EQUITY INC · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) JPMORGAN U.S. EQUITY FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) INTL SMALL CAP FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK LIFE INS. CO. (U.S.A) OPPENHEIMER INTL GROWTH FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| APEX PENSION STRATEGIES INC | 57-1139545 | — | OTHER SERVICES | $0 | — |
| HARRIS GREEN | — | PEACHTREE CORNERS, GA | OTHER SERVICES | $0 | — |
| MICHAEL BLANCHAR | — | PEACHTREE CORNERS, GA | OTHER SERVICES | $0 | — |
