Albert Troutman signed JBR, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JBR, Inc.'s EIN is 94-2564405.
Download the official 2024 Form 5500 (PDF) for JBR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JBR, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $10 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | NEW YORK, NY | BROKERAGE SERVICES | $0 | — |
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | NEW YORK, NY | BROKERAGE SERVICES | $0 | — |
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | NEW YORK, NY | BROKERAGE SERVICES | $0 | — |
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | NEW YORK, NY | BROKERAGE SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAN FRANCISCO BAY COFFEE COMPANY | — | LINCOLN, CA | OTHER | $13K | — |
