Jeremy Rikala signed Jadex Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jadex Inc.'s EIN is 83-4045964.
Download the official 2024 Form 5500 (PDF) for Jadex Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jadex Inc.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | — | RECORDKEEPER | $162K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $13.7M | 15.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $9.7M | 11.3% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $9.1M | 10.6% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $6.7M | 7.8% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $6.3M | 7.3% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $5.9M | 6.9% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $4.5M | 5.3% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $4.0M | 4.6% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $3.4M | 4.0% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $2.7M | 3.2% | |
| Fidelity Government Market K6 | Mutual Funds | — | — | $2.5M | 2.9% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.3M | 2.7% | |
| Great Gray Trust Company AB US Large Growth W CIT G ** 846 T. Rowe Price Small Capital Stock I | Common Collective Trusts | — | — | $2.1M | 2.4% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $2.1M | 2.4% | |
| Vanguard US Growth Admin | Mutual Funds | — | — | $1.8M | 2.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.6M | 1.9% | |
| Wells Fargo Bank, N.A. Galliard Stable Return Fund C | Other securities | — | — | $1.5M | 1.7% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.7% | |
| Fidelity Freedom 2020 K6 | Mutual Funds | — | — | $1.2M | 1.4% | |
| MFS International Growth R6 | Mutual Funds | — | — | $1.0M | 1.2% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $1.0M | 1.2% | |
| Fidelity Freedom 2015 K6 | Mutual Funds | — | — | $898K | 1.0% | |
| Fidelity Total International Index | Mutual Funds | — | — | $821K | 1.0% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $446K | 0.5% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $259K | 0.3% | |
| Fidelity Freedom 2010 K6 | Mutual Funds | — | — | $220K | 0.3% | |
| Fidelity Freedom Income K6 | Mutual Funds | — | — | $196K | 0.2% | |
| FLKN Small Capital Value R6 | Other securities | — | — | $134K | 0.2% | |
| Dodge & Cox Stock X | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Freedom 2070 K6 | Mutual Funds | — | — | $9K | <0.1% | |
| AB US LG GR W CIT G GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $846 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
