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, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $155K | — |
| TRANSITIONS FINANCE STRATEGIES | 13-4238973 | — | NA | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * LJA Engineering, Inc. 538,858 common stock shares | Common Stocks | — | $559.3M | $439.4M | 89.0% | |
| Pimco Total Return Fund Instl Class - PTTRX | Mutual Funds | — | $6.0M | $5.9M | 1.2% | |
| Doubleline Total Returnbd FD CL I - DBLTX | Other securities | — | $4.8M | $4.6M | 0.9% | |
| Vanguard Total World Stock | Mutual Funds | — | $2.5M | $2.8M | 0.6% | |
| DoubleLine Income Fund | Other securities | — | $2.9M | $2.8M | 0.6% | |
| Artisan Partners High Income Fund | Mutual Funds | — | $1.4M | $1.5M | 0.3% | |
| AQR Funds Large Cap Multi-Style Fund | Other securities | — | $1.5M | $1.4M | 0.3% | |
| AQR Funds International Multi-Style Fund | Other securities | — | $1.3M | $1.2M | 0.2% | |
| Artisan Partners International Value Fund | Other securities | — | $1.2M | $1.2M | 0.2% | |
| AQR Intl Defensive Style - ANDIX | Other securities | — | $1.2M | $1.2M | 0.2% | |
| Pimco StockPLUS Absolute Return Fund | Mutual Funds | — | $1.1M | $1.2M | 0.2% | |
| Pimco StockPLUS Small International Fund | Mutual Funds | — | $1.2M | $1.1M | 0.2% | |
| Avantis Investors US Large Cap Value | Other securities | — | $946K | $1.1M | 0.2% | |
| Strategy SH NWFD: ROMO | Other securities | — | $715K | $823K | 0.2% | |
| Strategy Shares ReSolve Robust Momentum | Other securities | — | $715K | $823K | 0.2% | |
| Pimco StockPLUS Small Fund | Mutual Funds | — | $772K | $776K | 0.2% | |
| Money Market Fund * Charles Schwab Bank Schwab Advisor Cash Reserves Fund | Mutual Funds | — | $775K | $775K | 0.2% | |
| Pimco TRENDS Managed Futures Strategy Fund | Mutual Funds | — | $841K | $763K | 0.2% | |
| GMO Benchmark Free Allocation Fund | Other securities | — | $770K | $752K | 0.2% | |
| Alphasimplez Mgd Fut: ASFYX | Other securities | — | $828K | $712K | 0.1% | |
| Virtus Managed Futures Fund | Other securities | — | $828K | $712K | 0.1% | |
| Unit Investment Trusts Avantis Investors Emerging Markets Equity | Other securities | — | $716K | $689K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
