Dale TEPP signed CJK Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CJK Group, Inc.'s EIN is 82-0681886.
Download the official 2024 Form 5500 (PDF) for CJK Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CJK Group, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $339K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $21.0M | $33.9M | 13.2% | |
| T ROWE PRICE BLUE CHP GRTH INV MUTUAL FUNDS | Mutual Funds | — | $20.5M | $25.3M | 9.8% | |
| NUVEEN LIFECYCLE INDEX 2030 R6 MUTUAL FUNDS | Mutual Funds | — | $18.2M | $19.8M | 7.7% | |
| NUVEEN LIFECYCLE INDEX 2035 R6 MUTUAL FUNDS | Mutual Funds | — | $14.5M | $16.1M | 6.3% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | $12.7M | $12.7M | 4.9% | |
| NUVEEN LIFECYCLE INDEX 2025 R6 MUTUAL FUNDS | Mutual Funds | — | $11.6M | $12.6M | 4.9% | |
| NUVEEN LIFECYCLE INDEX 2040 R6 MUTUAL FUNDS | Mutual Funds | — | $10.6M | $12.2M | 4.8% | |
| VANGUARD INTL GRWT FD ADM CLAS MUTUAL FUNDS | Mutual Funds | — | $11.9M | $11.7M | 4.6% | |
| PRIMECAP ODYSSEY STOCK FUND MUTUAL FUNDS | Mutual Funds | — | $11.2M | $11.0M | 4.3% | |
| MFS VALUE FUND R6 MUTUAL FUNDS | Mutual Funds | — | $9.9M | $10.7M | 4.2% | |
| ALLSPRING SPECIAL MID CAP R6 MUTUAL FUNDS | Other securities | — | $7.3M | $8.2M | 3.2% | |
| PIMCO INCOME FUND INSTL CL MUTUAL FUNDS | Mutual Funds | — | $8.3M | $7.6M | 3.0% | |
| NUVEEN LIFECYCLE INDEX 2045 R6 MUTUAL FUNDS | Mutual Funds | — | $6.9M | $7.1M | 2.8% | |
| NUVEEN LIFECYCLE INDEX 2050 R6 MUTUAL FUNDS | Mutual Funds | — | $5.8M | $7.0M | 2.7% | |
| CONESTOGA SMALL CAP FUND INSTL MUTUAL FUNDS | Other securities | — | $4.9M | $7.0M | 2.7% | |
| HARTFORD MID CAP FD R6 MUTUAL FUNDS | Other securities | — | $5.9M | $5.7M | 2.2% | |
| MFS GLOBAL TOTAL RETURN FD R6 MUTUAL FUNDS | Mutual Funds | — | $3.9M | $3.8M | 1.5% | |
| NUVEEN LIFECYCLE INDEX 2055 R6 MUTUAL FUNDS | Mutual Funds | — | $3.6M | $3.8M | 1.5% | |
| LOAN FUND LOANS | Other securities | — | $3.7M | $3.7M | 1.4% | |
| VANGUARD MID CAP INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $3.1M | $3.7M | 1.4% | |
| NUVEEN SMALL CAP VALUE CL Y MUTUAL FUNDS | Mutual Funds | — | $2.7M | $3.3M | 1.3% | |
| COLUMBIA PRTF BLDR AGGR INSTL MUTUAL FUNDS | Other securities | — | $2.9M | $3.1M | 1.2% | |
| AMERICAN CENTURY MUTUAL FUNDS | Other securities | — | $3.0M | $3.0M | 1.2% | |
| NUVEEN LIFECYCLE INDEX 2010 R6 MUTUAL FUNDS | Mutual Funds | — | $2.7M | $2.8M | 1.1% | |
| VANGUARD INTERMEDIATE-TERM ADM MUTUAL FUNDS | Mutual Funds | — | $2.8M | $2.7M | 1.1% | |
| NUVEEN LIFECYCLE INDEX 2020 R6 MUTUAL FUNDS | Mutual Funds | — | $2.5M | $2.5M | 1.0% | |
| NUVEEN LIFECYCLE INDEX 2060 R6 MUTUAL FUNDS | Mutual Funds | — | $2.1M | $2.4M | 0.9% | |
| WESTERN ASSET CORP BD FD CL I MUTUAL FUNDS | Common Stocks | — | $2.3M | $2.3M | 0.9% | |
| LORD ABBETT HIGH YIELD R6 MUTUAL FUNDS | Mutual Funds | — | $2.2M | $2.1M | 0.8% | |
| LORD ABBETT SHORT DURATION R6 MUTUAL FUNDS | Mutual Funds | — | $1.9M | $1.8M | 0.7% | |
| MACQUARIE SMALL CAP CORE INSTL MUTUAL FUNDS | Other securities | — | $1.4M | $1.5M | 0.6% | |
| AMERICAN CENTURY INFLTN ADJ R5 MUTUAL FUNDS | Other securities | — | $1.5M | $1.4M | 0.5% | |
| PRINCIPAL REAL ESTATE SEC FD I MUTUAL FUNDS | Other securities | — | $1.3M | $1.3M | 0.5% | |
| TRANSAMERICA INTL EQUITY FD I MUTUAL FUNDS | Other securities | — | $1.3M | $1.3M | 0.5% | |
| THE OAKMARK INTL FD INV MUTUAL FUNDS | Other securities | — | $698K | $662K | 0.3% | |
| DWS ENHANCED COMMODITY STRG R6 MUTUAL FUNDS | Other securities | — | $666K | $534K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2015 R6 MUTUAL FUNDS | Mutual Funds | — | $401K | $411K | 0.2% | |
| ACCRUED INCOME ACCRUED INCOME 345 MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | Other securities | — | $80K | $80K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $3K | $3K | <0.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
