James Sumortin signed JUUL Labs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JUUL Labs, Inc.'s EIN is 87-0798194.
Download the official 2024 Form 5500 (PDF) for JUUL Labs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JUUL Labs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $27.3M | 18.3% | |
| FID FDM IDX 2050 IPR Mutual fund | Common Collective Trusts | — | — | $14.5M | 9.7% | |
| FID FDM IDX 2055 IPR Mutual fund | Common Collective Trusts | — | — | $14.4M | 9.6% | |
| FID BLUE CHIP GR K6 Mutual fund | Mutual Funds | — | — | $13.2M | 8.9% | |
| FID FDM IDX 2045 IPR Mutual fund | Common Collective Trusts | — | — | $12.1M | 8.1% | |
| FID FDM IDX 2040 IPR Mutual fund | Common Collective Trusts | — | — | $9.8M | 6.5% | |
| FID FDM IDX 2030 IPR Mutual fund | Common Collective Trusts | — | — | $7.8M | 5.2% | |
| FID FDM IDX 2035 IPR Mutual fund | Common Collective Trusts | — | — | $6.7M | 4.5% | |
| FID FDM IDX 2060 IPR Mutual fund | Common Collective Trusts | — | — | $5.4M | 3.6% | |
| COL DIVIDEND INC I3 Mutual fund | Common Stocks | — | — | $3.2M | 2.1% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $3.2M | 2.1% | |
| TRP DIV GROWTH I Mutual fund | Other securities | — | — | $3.1M | 2.1% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $3.1M | 2.1% | |
| Fidelity Government Money Market Fund Money market fund | Mutual Funds | — | — | $2.9M | 1.9% | |
| MFS MID CAP GRTH R6 Mutual fund | Mutual Funds | — | — | $2.7M | 1.8% | |
| FID FDM IDX 2025 IPR Mutual fund | Common Collective Trusts | — | — | $2.4M | 1.6% | |
| MFS INTL DIVRSN R6 Mutual fund | Mutual Funds | — | — | $2.1M | 1.4% | |
| VANG EXPLORER ADM Mutual fund | Other securities | — | — | $2.0M | 1.3% | |
| FID SM CAP IDX Mutual fund | Common Collective Trusts | — | — | $2.0M | 1.3% | |
| FID GLB EX US IDX Mutual fund | Common Collective Trusts | — | — | $1.8M | 1.2% | |
| AS SPL MID CP VAL R6 Mutual fund | Other securities | — | — | $1.5M | 1.0% | |
| FID INTL CAP APPR K6 Mutual fund | Mutual Funds | — | — | $1.4M | 1.0% | |
| FID TOTAL BOND K6 Mutual fund | Mutual Funds | — | — | $1.4M | 0.9% | |
| AF NEW WORLD R6 Mutual fund | Other securities | — | — | $1.3M | 0.9% | |
| Participant loans 4.25% to 9.50%, various maturities | Bonds / Notes | — | — | $1.2M | 0.8% | |
| FID FDM IDX 2020 IPR Mutual fund | Common Collective Trusts | — | — | $787K | 0.5% | |
| FID FDM IDX 2065 IPR Mutual fund | Common Collective Trusts | — | — | $490K | 0.3% | |
| FID INFL PR BD IDX Mutual fund | Common Collective Trusts | — | — | $479K | 0.3% | |
| AS SPL SM CAP VAL R6 Mutual fund | Other securities | — | — | $368K | 0.2% | |
| FID FDM IDX INC IPR Mutual fund | Common Collective Trusts | — | — | $197K | 0.1% | |
| PIF SMALL CAP R6 Mutual fund | Other securities | — | — | $178K | 0.1% | |
| FID FDM IDX 2015 IPR Mutual fund | Common Collective Trusts | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
