Steve Piano signed Jack in the Box Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jack in the Box Inc.'s EIN is 95-2698708.
Download the official 2024 Form 5500 (PDF) for Jack in the Box Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jack in the Box Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC | — | IRVINE, CA | RECORDKEEPER | $154K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | INVESTMENT MGMT |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WTW GRP TR LONG CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 004 | Common Collective Trust | — | — | $80.9M | 29.0% | |
| Willis Towers Group | Common Stocks | — | $76.7M | $80.9M | 29.0% | |
| SSGA | Other securities | — | $75.4M | $70.5M | 25.2% | |
| SS LONG U.S. GOV BOND INDX NL FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | — | — | $70.5M | 25.2% | |
| Willis Towers Group | Common Stocks | — | $27.4M | $35.7M | 12.8% | |
| WTW GRP TR DIVERSIFIED EQUITY FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 002 | Common Collective Trust | — | — | $35.7M | 12.8% | |
| Willis Towers Group | Common Stocks | — | $28.0M | $32.7M | 11.7% | |
| WTW GRP TR DIVERSIFIED CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | — | — | $32.7M | 11.7% | |
| Willis Towers Group | Common Stocks | — | $18.0M | $18.2M | 6.5% | |
| WTW GRP TR REAL ASSETS FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 005 | Common Collective Trust | — | — | $18.2M | 6.5% | |
| SSGA | Other securities | — | $8.2M | $8.7M | 3.1% | |
| SS INTRMED U.S. GOV BOND INDX NL FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 114 | Common Collective Trust | — | — | $8.7M | 3.1% | |
| CF JPMCB STRATEGIC PROPERTY FUND JP MORGAN INVESTMENT MANAGEMENT, INC. · EIN 13-6038770 / PN 001 | Common Collective Trust | — | $7.4M | $8.3M | 3.0% | |
| Blackrock | Other securities | — | $8.3M | $6.0M | 2.1% | |
| TREASURY US 10YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | — | $6.0M | 2.1% | |
| Blackrock | Other securities | — | $9.2M | $5.5M | 2.0% | |
| TREASURY US 25+YR KEY RATE DUR NL F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | — | $5.5M | 2.0% | |
| Blackrock | Other securities | — | $4.9M | $4.2M | 1.5% | |
| TREASURY US 5YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.5% | |
| Blackrock | Other securities | — | $6.5M | $4.2M | 1.5% | |
| TREASURY US 15YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.5% | |
| Northern Trust | Other securities | — | $2.8M | $2.8M | 1.0% | |
| COLTV SHORT TERM INVESTMENT FUND NORTHERN TRUST INVESTMENTS, N.A. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $2.8M | 1.0% | |
| Blackrock | Other securities | — | $2.5M | $1.6M | 0.6% | |
| TREASURY US 20YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $95K |
| — |
| BLACKROCK INSTITUTIONAL TRUST CO | 30-0587659 | — | INVESTMENT MGMT | $19K | — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | INVESTMENT MGMT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARIAL, CONSULTING | $380K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $148K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $35K | — |
