James D. Ross signed LJA Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LJA Engineering, Inc.'s EIN is 76-0540328.
Download the official 2024 Form 5500 (PDF) for LJA Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LJA Engineering, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | ADVISOR | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund 66,258 shares | Mutual Funds | — | $66K | $13.5M | 11.1% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class 475,258 shares | Mutual Funds | — | $475K | $11.7M | 9.6% | |
| JPMorgan Large Cap Growth Fund Class R6 110,907 shares | Other securities | — | $111K | $9.3M | 7.7% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class 388,811 shares | Mutual Funds | — | $389K | $9.1M | 7.5% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class 341,953 shares | Mutual Funds | — | $342K | $7.3M | 6.0% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class 276,563 shares | Mutual Funds | — | $277K | $7.2M | 5.9% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class 351,771 shares | Mutual Funds | — | $352K | $7.1M | 5.8% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class 273,214 shares | Mutual Funds | — | $273K | $7.1M | 5.8% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class 335,219 shares | Mutual Funds | — | $335K | $6.2M | 5.1% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class 332,420 shares | Mutual Funds | — | $332K | $6.0M | 5.0% | |
| Fidelity International Index Fund 89,765 shares | Common Collective Trusts | — | $90K | $4.3M | 3.5% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | $182K | $3.9M | 3.2% | |
| Fidelity Mid Cap Index Fund 104,933 shares | Common Collective Trusts | — | $105K | $3.5M | 2.9% | |
| Allspring Core Plus Bond Fund Class R6 318,863 shares | Other securities | — | $319K | $3.5M | 2.9% | |
| Money Market Fund * Fidelity Government Money Market Fund Class K6 3,413,688 shares | Mutual Funds | — | $3.4M | $3.4M | 2.8% | |
| Fidelity Small Cap Index Fund 122,904 shares | Common Collective Trusts | — | $123K | $3.4M | 2.8% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class 155,779 shares | Mutual Funds | — | $156K | $2.3M | 1.9% | |
| PIMCO Income Fund Institutional Class 176,771 shares | Mutual Funds | — | $177K | $1.9M | 1.5% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class 116,467 shares | Mutual Funds | — | $116K | $1.8M | 1.5% | |
| Avantis Emerging Markets Equity Fund Institutional Class 156,553 shares | Other securities | — | $157K | $1.8M | 1.5% | |
| T. Rowe Price Global Stock Fund I Class 25,096 shares | Other securities | — | $25K | $1.6M | 1.3% | |
| BlackRock Balanced Fund Class K 43,608 shares | Other securities | — | $44K | $1.1M | 0.9% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class 19,162 shares | Mutual Funds | — | $19K | $273K | 0.2% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class 1,203 shares | Mutual Funds | — | $1K | $14K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class 1,070 shares | Mutual Funds | — | $1K | $14K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Institutional Premium Class 342 shares | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | 13-4238973 | — | THIRD PARTY ADMIN | $43K | — |
