JODI Knott signed J.S. West Milling Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J.S. West Milling Company's EIN is 94-1124529.
Download the official 2024 Form 5500 (PDF) for J.S. West Milling Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J.S. West Milling Company'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 |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY | 81-3968784 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $13.9M | 88.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.9M | 25.1% | |
| Columbia Dividend Income | Other securities | — | — | $1.9M | 11.9% | |
| American Funds 2025 Target Date | Mutual Funds | — | — | $1.1M | 7.2% | |
| American Funds 2030 Target Date | Mutual Funds | — | — | $1.0M | 6.7% | |
| AUL Stable Value Account | Stable Value | — | — | $1.0M | 6.6% | |
| American Funds 2020 Target Date | Mutual Funds | — | — | $736K | 4.7% | |
| American Funds 2035 Target Date | Mutual Funds | — | — | $675K | 4.3% | |
| American Funds 2015 Target Date | Mutual Funds | — | — | $651K | 4.2% | |
| American Funds 2045 Target Date | Mutual Funds | — | — | $565K | 3.6% | |
| Vanguard Wellesley Income | Mutual Funds | — | — | $529K | 3.4% | |
| American Funds 2055 Target Date | Mutual Funds | — | — | $526K | 3.4% | |
| American Funds 2040 Target Date | Mutual Funds | — | — | $459K | 2.9% | |
| American Funds 2050 Target Date | Mutual Funds | — | — | $430K | 2.7% | |
| Columbia Overseas Value | Other securities | — | — | $329K | 2.1% | |
| Vanguard Int-Term Treasury | Mutual Funds | — | — | $249K | 1.6% | |
| American Funds 2060 Target Date | Mutual Funds | — | — | $241K | 1.5% | |
| American Funds 2065 Target Date | Mutual Funds | — | — | $217K | 1.4% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $99K | 0.6% | |
| Vanguard Small Cap | Mutual Funds | — | — | $77K | 0.5% | |
| Vanguard Mid Cap | Mutual Funds | — | — | $69K | 0.4% | |
| IF Morgan Small Cap Growth | Other securities | — | — | $29K | 0.2% | |
| American Funds 2010 Target Date | Mutual Funds | — | — | $14K | <0.1% | |
| JP Morgan Mid Cap Growth | Other securities | — | — | $9K | <0.1% | |
| American Funds New World | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds Cap World Growth & Income | Mutual Funds | — | — | $3K | <0.1% | |
| Tew Metwest Total Retuni | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
