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 ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $128K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $21.1M | 14.5% | |
| Fully Benefit Responsive Investment Contract * Standard Insurance Company Standard Stable Asset Fund | Common Stocks | — | — | $16.8M | 11.6% | |
| T. Rowe Price Institutional Large Cap Fund | Other securities | — | — | $11.9M | 8.2% | |
| Dodge & Cox Funds Stock Fund | Mutual Funds | — | — | $11.2M | 7.7% | |
| Fidelity Funds Freedom 2030 Fund | Mutual Funds | — | — | $10.3M | 7.1% | |
| Fidelity Funds Freedom 2035 Fund | Mutual Funds | — | — | $8.1M | 5.6% | |
| Fidelity Funds Freedom 2040 Fund | Mutual Funds | — | — | $7.2M | 5.0% | |
| Fidelity Funds Freedom 2045 Fund | Mutual Funds | — | — | $6.4M | 4.4% | |
| William Blair Funds Small Mid Growth Fund | Other securities | — | — | $5.9M | 4.1% | |
| Fidelity Funds Freedom 2050 Fund | Mutual Funds | — | — | $4.6M | 3.1% | |
| Vanguard Funds Mid Cap Index Fund | Common Collective Trusts | — | — | $4.5M | 3.1% | |
| Vanguard Funds Total Bond Market Index Fund | Common Collective Trusts | — | — | $4.4M | 3.1% | |
| Vanguard Funds Total International Stock Index Fund | Common Collective Trusts | — | — | $4.0M | 2.7% | |
| Dreyfus Funds US Target Value Fund | Mutual Funds | — | — | $3.8M | 2.6% | |
| Metropolitan West Funds Total Return Bond Fund | Other securities | — | — | $3.7M | 2.6% | |
| Vanguard Funds Small Cap Index Fund | Common Collective Trusts | — | — | $3.4M | 2.4% | |
| Fidelity Funds Freedom 2025 Fund | Mutual Funds | — | — | $3.2M | 2.2% | |
| Fidelity Funds Freedom 2055 Fund | Mutual Funds | — | — | $2.7M | 1.9% | |
| American Funds Group Euro Pacific Growth | Mutual Funds | — | — | $2.6M | 1.8% | |
| Dodge & Cox Funds International Stock | Mutual Funds | — | — | $2.5M | 1.7% | |
| Fidelity Funds Freedom 2020 Fund | Mutual Funds | — | — | $1.8M | 1.3% | |
| Fidelity Funds Freedom 2060 Fund | Mutual Funds | — | — | $1.7M | 1.2% | |
| Participant Loans Interest rates from 8.75% to 9.50% - | Bonds / Notes | — | — | $1.7M | 1.2% | |
| Fidelity Funds Freedom Income Fund | Mutual Funds | — | — | $662K | 0.5% | |
| Fidelity Funds Freedom 2015 Fund | Mutual Funds | — | — | $521K | 0.4% | |
| Fidelity Funds Freedom 2065 Fund | Mutual Funds | — | — | $284K | 0.2% | |
| Fidelity Funds Freedom 2010 Fund | Mutual Funds | — | — | $147K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
