Misty FARR signed Jetta Operating Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jetta Operating Company, Inc.'s EIN is 75-2765486.
Download the official 2024 Form 5500 (PDF) for Jetta Operating Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jetta Operating Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | CONSULTANT | $28K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $9K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts Various - | Self-Directed Brokerage | — | — | $11.1M | 25.8% | |
| Fidelity 500 Index Fund Mutual fund - | Common Collective Trusts | — | — | $7.8M | 18.1% | |
| Fidelity Freedom Index 2040 Mutual fund - | Mutual Funds | — | — | $4.9M | 11.4% | |
| Fidelity Freedom Index 2050 Mutual fund - | Mutual Funds | — | — | $3.2M | 7.4% | |
| Fidelity Freedom Index 2035 Mutual fund - | Mutual Funds | — | — | $2.4M | 5.7% | |
| Fidelity Freedom Index 2045 Mutual fund - | Mutual Funds | — | — | $2.1M | 5.0% | |
| Fidelity Freedom Index 2055 Mutual fund - | Mutual Funds | — | — | $1.8M | 4.2% | |
| MFS GROWTH EQUITY L GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $1.2M | 2.9% | |
| Fidelity Freedom Income Fund K6 Mutual fund - | Mutual Funds | — | — | $1.1M | 2.5% | |
| Fidelity Freedom Index 2020 Mutual fund - | Mutual Funds | — | — | $1.1M | 2.4% | |
| Fidelity Freedom Index 2030 Mutual fund - | Mutual Funds | — | — | $690K | 1.6% | |
| Fidelity Extended Market Index Fund Mutual fund - | Common Collective Trusts | — | — | $618K | 1.4% | |
| Fidelity Advisor Total Bond Fund Mutual fund - | Mutual Funds | — | — | $573K | 1.3% | |
| Fidelity Freedom Index 2060 Mutual fund - | Mutual Funds | — | — | $571K | 1.3% | |
| Fidelity Global ex U.S. Index Fund Mutual fund - | Common Collective Trusts | — | — | $494K | 1.1% | |
| Fidelity Freedom Index 2010 Mutual fund - 362 * Fidelity Freedom Index 2015 Mutual fund - | Mutual Funds | — | — | $427K | 1.0% | |
| American Funds New World R6 Mutual fund - | Mutual Funds | — | — | $336K | 0.8% | |
| Fidelity Freedom Index 2025 Mutual fund - | Mutual Funds | — | — | $312K | 0.7% | |
| Gabelli U.S. Treasury Money Market Fund Money market fund - | Cash / Money Market | — | — | $286K | 0.7% | |
| Allspring Special Small Cap Value R6 Mutual fund - | Other securities | — | — | $257K | 0.6% | |
| Allspring Small Company Growth R6 Mutual fund - | Common Stocks | — | — | $253K | 0.6% | |
| Putnam Large Cap Value Trust Class IA Collective trust fund - | Common Collective Trusts | — | — | $243K | 0.6% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $243K | 0.6% | |
| Hartford International Opportunities R6 Mutual fund - | Other securities | — | — | $235K | 0.5% | |
| Allspring Special Mid Cap Value CIT MD Collective trust fund - | Common Collective Trusts | — | — | $217K | 0.5% | |
| AS SPEC MD CP VAL MD SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $217K | 0.5% | |
| MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $123K | 0.3% | |
| Fidelity Freedom Index 2065 Mutual fund - | Mutual Funds | — | — | $117K | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $83K | 0.2% | |
| Fidelity U.S. Bond Index Fund Mutual fund - | Common Collective Trusts | — | — | $76K | 0.2% | |
| Fidelity Freedom Index 2070 Mutual fund - | Mutual Funds | — | — | $54K | 0.1% | |
| Fidelity Freedom Index Income Investor Fund Mutual fund - | Mutual Funds | — | — | $15K | <0.1% |
