TIA Larsen signed FJ Management Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FJ Management Inc.'s EIN is 94-1663458.
Download the official 2024 Form 5500 (PDF) for FJ Management Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FJ 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $709K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | CONSULTANT | $118K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ONE CH TGT DT 2045 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $26.9M | 9.7% | |
| AMERICAN CENTURY ONE CH TGT DT 2040 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $26.8M | 9.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $24.5M | 8.8% | |
| AMERICAN CENTURY ONE CH TGT DT 2050 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $23.3M | 8.4% | |
| AMERICAN CENTURY ONE CH TGT DT 2035 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $22.5M | 8.1% | |
| AMERICAN CENTURY ONE CH TGT DT 2030 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $21.4M | 7.7% | |
| AMERICAN CENTURY ONE CH TGT DT 2055 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $18.8M | 6.7% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $18.0M | 6.5% | |
| AMERICAN CENTURY ONE CH TGT DT 2060 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $15.6M | 5.6% | |
| AMERICAN CENTURY ONE CH TGT DT 2025 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $13.2M | 4.7% | |
| AMERICAN CENTURY IN RTMENT TRUST IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $8.5M | 3.0% | |
| AMERICAN CENTURY ONE CH TGT 2065 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $7.7M | 2.8% | |
| Standard Stable Asset Fund II | Insurance Contracts | — | — | $5.6M | 2.0% | |
| Participant notes receivable Interest Rate, 3.25% - 8.50% | Bonds / Notes | — | — | $5.5M | 2.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $5.0M | 1.8% | |
| Eagle Mid Cap Growth R6 | Other securities | — | — | $4.9M | 1.8% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $4.6M | 1.7% | |
| PIMCO Income Instl | Mutual Funds | — | — | $3.9M | 1.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $3.7M | 1.3% | |
| BlackRock Total Internatl ex U.S. Index K | Other securities | — | — | $3.5M | 1.3% | |
| Vanguard Mid Cap Value Index Adm | Mutual Funds | — | — | $2.8M | 1.0% | |
| Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $1.7M | 0.6% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $1.6M | 0.6% | |
| American Century Real Estate R6 Mutual Fund | Mutual Funds | — | — | $1.6M | 0.6% | |
| WILMINGTON/BLACKROCK TOTAL URN BD 6 WILMINGTON TRUST · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $1.5M | 0.5% | |
| Invesco Discover R6 | Mutual Funds | — | — | $1.4M | 0.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.3M | 0.5% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $1.0M | 0.4% | |
| Invesco Developing Markets R6 | Mutual Funds | — | — | $923K | 0.3% | |
| John Hancock Bond R6 | Other securities | — | — | $641K | 0.2% | |
| Cash * State Street Bank & Trust Cash Reserve Account | Cash / Money Market | — | — | $115K | <0.1% | |
| MORLEY STABLE VAL FUND CLASS 25 I MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
