KEN Crandall signed New Jersey B.A.C. Annuity Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Jersey B.A.C. Annuity Fund's EIN is 80-0083081.
Download the official 2024 Form 5500 (PDF) for New Jersey B.A.C. Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Jersey B.A.C. Annuity Fund's plan includes profit-sharing.
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 | SMITHFIELD, RI | NONE | $367K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RICHARD J. CUMMINGS CPA | 22-3346148 | HACKENSACK, NJ | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | $44.4M | $46.8M | 28.8% | |
| Fidelity Freedom Index 2030 Fund 972,951.198 shares | Mutual Funds | — | $17.2M | $19.6M | 12.1% | |
| Fidelity Freedom Index 2040 Fund 659,478.734 shares | Mutual Funds | — | $13.3M | $16.2M | 10.0% | |
| Fidelity Freedom Index 2035 Fund 537,437.478 shares | Mutual Funds | — | $10.7M | $12.5M | 7.7% | |
| Fidelity Freedom Index 2025 Fund 561,504.242 shares | Mutual Funds | — | $9.4M | $10.4M | 6.4% | |
| Fidelity Freedom Index 2050 Fund 367,937.681 shares | Mutual Funds | — | $7.8M | $9.6M | 5.9% | |
| Fidelity Freedom Index 2045 Fund 354,237.838 shares | Mutual Funds | — | $7.5M | $9.2M | 5.6% | |
| Fidelity Freedom Index 2020 Fund 398,548.838 shares | Mutual Funds | — | $5.8M | $6.3M | 3.9% | |
| Fidelity 500 Index Fund 29,415.037 shares | Common Collective Trusts | — | $3.6M | $6.0M | 3.7% | |
| Fidelity Contrafund K6 159,306.835 shares | Mutual Funds | — | $2.6M | $5.0M | 3.0% | |
| Fidelity Freedom Index 2055 Fund 166,653.529 shares | Mutual Funds | — | $3.0M | $3.6M | 2.2% | |
| Fidelity Freedom Index Income Fund 247,231.476 shares | Mutual Funds | — | $2.8M | $2.9M | 1.8% | |
| Fidelity Freedom Index 2060 Fund 98,732.456 shares | Mutual Funds | — | $1.5M | $1.8M | 1.1% | |
| Columbia Dividend Income Fund 53,168.615 shares | Other securities | — | $1.9M | $1.8M | 1.1% | |
| T. Rowe Price Mid-Cap Growth Fund 12,689.455 shares | Other securities | — | $1.2M | $1.3M | 0.8% | |
| Fidelity Freedom Index 2015 Fund 81,559.328 shares | Mutual Funds | — | $1.1M | $1.2M | 0.7% | |
| Fidelity Small-Cap Discovery Fund 34,213.076 shares | Mutual Funds | — | $904K | $826K | 0.5% | |
| American Funds EuroPacific Growth Fund 11,920.055 shares | Mutual Funds | — | $619K | $640K | 0.4% | |
| Fidelity Freedom Index 2010 Fund 48,072.840 shares | Mutual Funds | — | $590K | $617K | 0.4% | |
| Metropolitan West Total Return Bond Fund 68,622.986 shares | Other securities | — | $632K | $609K | 0.4% | |
| Fidelity Freedom Index 2065 Fund 33,571.153 shares | Mutual Funds | — | $436K | $492K | 0.3% | |
| Fidelity Extended Market Index Fund 3,698.579 shares | Common Collective Trusts | — | $265K | $336K | 0.2% | |
| Vanguard Total Bond Market Index Fund 34,472.488 shares | Common Collective Trusts | — | $350K | $327K | 0.2% | |
| Artisan Mid-Cap Value Fund 16,697.346 shares | Other securities | — | $266K | $260K | 0.2% | |
| MainStay MacKay High Yield Corporate Bond Fund 49,916.914 shares | Other securities | — | $256K | $259K | 0.2% | |
| Fidelity International Index Fund 2,892.612 shares | Common Collective Trusts | — | $127K | $138K | <0.1% | |
| Fidelity Real Estate Index Fund 5,527.370 shares | Common Collective Trusts | — | $86K | $89K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund 4,050.347 shares | Common Collective Trusts | — | $38K | $36K | <0.1% | |
| Fidelity International Small-Cap Fund 341.699 shares | Mutual Funds | — | $10K | $10K | <0.1% | |
| Victory Sycamore Small Company Opportunity Fund 144.897 shares | Common Stocks | — | $7K | $7K | <0.1% | |
| Brown Advisory Small-Cap Growth Fund 122.115 shares | Other securities | — | $5K | $6K | <0.1% | |
| Fidelity Freedom Index 2070 Fund | Mutual Funds | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $23K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | SAVANNAH, GA | NONE | $44K | — |
| VIRGINIA & AMBINDER, LLP | 13-4166736 | NEW YORK, NY | NONE | $43K | — |
| SCHULTHEIS & PANATTIERI LLP | 13-1577780 | HAUPPAUGE, NY | NONE | $28K | — |
| SUSANIN WIDMAN & BRENNAN PC | 23-2265950 | BERWYN, PA | NONE | $22K | — |
