Jr. Management, Inc.'s EIN is 83-1020206.
Download the official 2024 Form 5500 (PDF) for Jr. Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jr. Management, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | CONTRACT ADMINISTRATOR | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISORY | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRet 2060 Fnd R6 | Other securities | — | — | $567K | 25.5% | |
| JPMorgan SmartRet 2055 Fnd R6 | Other securities | — | — | $287K | 12.9% | |
| JPMorgan SmartRet 2040 Fnd R6 | Other securities | — | — | $267K | 12.0% | |
| JPMorgan SmartRet 2050 Fnd R6 | Other securities | — | — | $235K | 10.6% | |
| JPMorgan SmartRet 2035 Fnd R6 | Other securities | — | — | $222K | 10.0% | |
| JPMorgan SmartRet 2045 Fnd R6 | Other securities | — | — | $170K | 7.7% | |
| Voya Large-Cap Growth Fund R6 | Other securities | — | — | $169K | 7.6% | |
| JPMorgan SmartRet 2030 Fnd R6 | Other securities | — | — | $164K | 7.4% | |
| JPMorgan SmartRet 2065 Fnd R6 | Other securities | — | — | $52K | 2.3% | |
| FedHerms US Trsy Cash Res Prem | Cash / Money Market | — | — | $36K | 1.6% | |
| JPMorgan SmartRet 2025 Fnd R6 | Other securities | — | — | $19K | 0.9% | |
| Vangrd Large-Cap Index Fd Adm | Other securities | — | — | $5K | 0.2% | |
| JPMorgan SmartRet Inc Fnd R6 | Common Stocks | — | — | $3K | 0.1% | |
| JPMorgan SmartRet 2020 Fnd R6 | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | TPA | $0 | — |
