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Original filing (PDF)20251007122638NAL0002664963001
THE JACKSON LABORATORY
Form 5500
FILING_RECEIVED
JAX 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,667
Accounts w/ balance
3,960
Plan assets (EOY)
$602.8M
Net assets (EOY)
$602.8M
How this plan invests
This plan
1 pooled trust
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE JACKSON LABORATORY.
Plan sponsor
Name
THE JACKSON LABORATORY
EIN
01-0211513
Address
600 MAIN STREET · BAR HARBOR, ME · 04609
Phone
(207) 288-6000
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN NOYES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $265K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $197K | — |
Investments
46 direct securities · 1 pooled fund· $602.8M(100% of reported assets)
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.
Uncategorized
$600.4M
46 holdings
Pooled Separate Account
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Income Fund Instl Shs Mutual fund | — | — | — | $53.4M | 8.9% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $48.9M | 8.1% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $44.1M | 7.3% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $40.5M | 6.7% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $38.7M | 6.4% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $37.2M | 6.2% | |
| TIAA Traditional Nonbenefit Responsive Insurance company, at fair value | — | — | — | $33.6M | 5.6% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $29.1M | 4.8% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $23.9M | 4.0% | |
| Vanguard Total International Stock Index * Fund Instl Mutual fund | — | — | — | $20.1M | 3.3% | |
| CREF Stock R2 Mutual fund | — | — | — | $20.0M | 3.3% | |
| Vanguard Growth Index Fund Adm Mutual fund | — | — | — | $18.3M | 3.0% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $16.8M | 2.8% | |
| TIAA Traditional Nonbenefit Responsive 2 Insurance company, at fair value | — | — | — | $15.9M | 2.6% | |
| CREF Growth R2 Mutual fund | — | — | — | $13.1M | 2.2% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $12.3M | 2.0% | |
| American Funds New Perspective Fund R6 Mutual fund | — | — | — | $11.9M | 2.0% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $10.4M | 1.7% | |
| Vanguard Value Index Fund Instl Mutual fund | — | — | — | $10.0M | 1.7% | |
| Vanguard Real Estate Index Fund Instl Shs Mutual fund | — | — | — | $8.8M | 1.5% | |
| Vanguard Mid-Cap Index Fund Instl Shs Mutual fund | — | — | — | $7.8M | 1.3% | |
| Vanguard High-Yield Corporate Fund Adm Mutual fund | — | — | — | $7.2M | 1.2% | |
| Vanguard FTSE Social Index Fund Adm Mutual fund | — | — | — | $7.0M | 1.2% | |
| CREF Equity Index R2 Mutual fund | — | — | — | $6.9M | 1.2% | |
| Vanguard Treasury Money Market Fund Mutual fund | — | — | — | $6.7M | 1.1% | |
| Participant loans receivable Interest rates at 3.25% to 8.50% | — | — | — | $6.2M | 1.0% | |
| Vanguard Small-Cap Index Fund Adm Mutual fund | — | — | — | $5.7M | 0.9% | |
| CREF Global Equities R2 Mutual fund | — | — | — | $5.4M | 0.9% | |
| Vanguard Inflation-Protected Securities Fund * Adm Shs Mutual fund | — | — | — | $5.2M | 0.9% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $4.3M | 0.7% | |
| TIAA Traditional Benefit Responsive Insurance contract, at contract value | — | — | — | $4.0M | 0.7% | |
| Vanguard Short-Term Bond Index Fund Adm Mutual fund | — | — | — | $3.6M | 0.6% | |
| CREF Social Choice R2 Mutual fund | — | — | — | $3.6M | 0.6% | |
| American Century Mid Cap Value Fund R6 Mutual fund | — | — | — | $2.7M | 0.4% | |
| Invesco Oppenheimer Gold & Special Minerals Fund R6 Mutual fund | — | — | — | $2.5M | 0.4% | |
| CREF Core Bond R2 Mutual fund | — | — | — | $2.4M | 0.4% | |
| TIAA-CREF ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.4M | 0.4% | |
| Vanguard Total International Bond Index * Fund Adm Mutual fund | — | — | — | $2.2M | 0.4% | |
| AB Small Cap Growth Portfolio Class Z Mutual fund | — | — | — | $2.1M | 0.3% | |
| Vanguard Windsor II Fund Adm Mutual fund | — | — | — | $1.7M | 0.3% | |
| PIMCO Total Return Fund, Inst Mutual fund | — | — | — | $1.6M | 0.3% | |
| Carillon Eagle Mid Cap Growth Fund R6 Mutual fund | — | — | — | $1.4M | 0.2% | |
| JPMorgan Small Cap Value Fund R6 Mutual fund | — | — | — | $1.2M | 0.2% | |
| CREF Money Market R2 Mutual fund | — | — | — | $993K | 0.2% | |
| CREF Inflation-Linked Bond R2 Mutual fund | — | — | — | $978K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $127K | <0.1% | |
| TIAA-CREF Plan Loan Default Fund Mutual fund | — | — | — | $29K | <0.1% |
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