Jerry's Building Materials, Inc.'s EIN is 93-0612307.
Download the official 2024 Form 5500 (PDF) for Jerry's Building Materials, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jerry's Building Materials, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROEHL & YI INVESTMENT ADVISORS | 93-1249395 | — | INVESTMENT ADVISOR | $25K | — |
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.
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 |
|---|---|---|---|---|---|
| PRIME PENSIONS NORTHWEST, LLC | 87-3599091 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.0M | 15.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.3M | 12.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.8M | 9.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 7.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 6.7% | |
| KeyBank EB Managed Guaranteed Investment Contract Common collective trust shares | Stable Value | — | — | $885K | 4.7% | |
| KEYBANK EB MGD GUAR INV CNTRCT KEYBANK NATIONAL ASSOCIATION · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $885K | 4.7% | |
| Principal Life Time Hybrid Income Common collective trust shares | Common Collective Trusts | — | — | $689K | 3.7% | |
| PRIN LIFETIME HYBR CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $689K | 3.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $630K | 3.3% | |
| American Funds Fundamental Investors R6 Registered investment companies | Mutual Funds | — | — | $539K | 2.9% | |
| AMG Yacktman I Registered investment companies | Other securities | — | — | $537K | 2.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $505K | 2.7% | |
| Doubleline Core Fixed Income Institutional Registered investment companies | Other securities | — | — | $468K | 2.5% | |
| Polen Growth Institutional Registered investment companies | Other securities | — | — | $441K | 2.3% | |
| Vanguard Total International Stock Index Admiral Registered investment companies | Mutual Funds | — | — | $345K | 1.8% | |
| American Funds Capital World Growth & Income R6 Registered investment companies | Mutual Funds | — | — | $337K | 1.8% | |
| JP Morgan Mid Cap Value R6 Registered investment companies | Other securities | — | — | $274K | 1.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $265K | 1.4% | |
| BlackRock High Yield Bond Institutional Registered investment companies | Other securities | — | — | $246K | 1.3% | |
| BlackRock Systemic Multi Strategy Registered investment companies | Other securities | — | — | $241K | 1.3% | |
| Virtus Kar Small Cap Value Registered investment companies | Other securities | — | — | $219K | 1.2% | |
| Dodge & Cox International Stock X Registered investment companies | Mutual Funds | — | — | $218K | 1.2% | |
| American Funds Europacific Growth R6 Registered investment companies | Mutual Funds | — | — | $216K | 1.1% | |
| Lazard Emerging Markets Equity Registered investment companies | Other securities | — | — | $195K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $179K | 1.0% | |
| BlackRock Strategic Income Opportunities Institutional Registered investment companies | Other securities | — | — | $168K | 0.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $149K | 0.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $141K | 0.7% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $131K | 0.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $104K | 0.6% | |
| Vanguard Mid Cap Index Admiral Registered investment companies | Mutual Funds | — | — | $97K | 0.5% | |
| Notes receivable from participants Bearing interest at 5.25%-10.5% - | Bonds / Notes | — | — | $89K | 0.5% | |
| Vanguard Small Cap Growth Index Admiral Registered investment companies | Mutual Funds | — | — | $86K | 0.5% | |
| JP Morgan Mid Cap Growth R6 Registered investment companies | Other securities | — | — | $68K | 0.4% | |
| Virtus Duff & Phelps Real Estate Securities I Registered investment companies | Other securities | — | — | $54K | 0.3% | |
| Vanguard Total Bond Market Index Registered investment companies | Mutual Funds | — | — | $29K | 0.2% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $12K | <0.1% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) Registered investment companies | Mutual Funds | — | — | $2K | <0.1% | |
| PIMCO Real Return Fund Institutional Class Registered investment companies | Mutual Funds | — | — | $2K | <0.1% | |
| Principal Fixed Income Guaranteed Option Guaranteed investment contract | Stable Value | — | — | $1K | <0.1% |
