RICA Halili signed JUST Energy (U.S.) Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JUST Energy (U.S.) Corp.'s EIN is 98-0404753.
Download the official 2024 Form 5500 (PDF) for JUST Energy (U.S.) Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JUST Energy (U.S.) Corp.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 Fund Class K6 | Mutual Funds | — | — | $4.3M | 14.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.0M | 14.1% | |
| Fidelity Freedom 2050 Fund Class K6 | Mutual Funds | — | — | $3.8M | 13.3% | |
| Fidelity Freedom 2035 Fund Class K6 | Mutual Funds | — | — | $2.6M | 9.0% | |
| Fidelity Freedom 2040 Fund Class K6 | Mutual Funds | — | — | $2.4M | 8.2% | |
| Fidelity Freedom 2055 Fund Class K6 | Mutual Funds | — | — | $2.0M | 6.9% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $1.5M | 5.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $826K | 2.9% | |
| Fidelity Government Money Market R6 | Mutual Funds | — | — | $797K | 2.8% | |
| Fidelity Freedom 2030 Fund Class K6 | Mutual Funds | — | — | $793K | 2.8% | |
| Fidelity Freedom 2025 Fund Class K6 | Mutual Funds | — | — | $615K | 2.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $483K | 1.7% | |
| Participant Loans Interest rates range from 5.25% to 10.50% - | Bonds / Notes | — | — | $467K | 1.6% | |
| Fidelity Global Ex U.S. Index Fund | Common Collective Trusts | — | — | $456K | 1.6% | |
| Fidelity Freedom 2060 Fund Class K6 | Mutual Funds | — | — | $448K | 1.6% | |
| Columbia Dividend Income Fund I3 | Other securities | — | — | $439K | 1.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $361K | 1.3% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $304K | 1.1% | |
| American Century Emergic Markets R6 | Other securities | — | — | $279K | 1.0% | |
| Allspring AS SPL MID CP VAL R6 | Other securities | — | — | $256K | 0.9% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $218K | 0.8% | |
| Fidelity Freedom 2020 Fund Class K6 | Mutual Funds | — | — | $212K | 0.7% | |
| Fidelity International Capital Appreciation K6 | Mutual Funds | — | — | $168K | 0.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $167K | 0.6% | |
| Fidelity Freedom 2010 Fund Class K6 ** 430 * Fidelity Freedom 2015 Fund Class K6 | Mutual Funds | — | — | $166K | 0.6% | |
| T. Rowe Price Real Estate I | Other securities | — | — | $152K | 0.5% | |
| Fidelity Freedom 2065 Fund Class K6 | Mutual Funds | — | — | $131K | 0.5% | |
| Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $101K | 0.4% | |
| Fidelity Freedom Income Fund R6 | Mutual Funds | — | — | $92K | 0.3% | |
| Goldman Sachs Inflation Protected Securities Fund R6 | Other securities | — | — | $91K | 0.3% | |
| Allspring AS SPL SM CAP VAL R6 | Other securities | — | — | $73K | 0.3% | |
| Pacific Life Small Cap R6 | Other securities | — | — | $42K | 0.1% |
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 |
|---|---|---|---|---|---|
| SMITH & HOWARD | 58-1250486 | — | ACCOUNTANT/AUDITOR | $18K | — |
