How big is JACO, Inc.'s plan?

JACO, Inc.'s plan reported $11.5M in assets and 102 participants for 2022.

Original filing (PDF)20240130100557NAL0039353970001

JACO, Inc.

Name: JACO, Inc. — JACO Employees 401(k) Plan, Form 5500 (2022)
Creator: JACO, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JACO Employees 401(k) Plan

401(k) retirement plan · JACO, Inc.'s JACO Employees 401(k) Plan held $11.5M in plan assets for 102 participants in 2022, with Fidelity as recordkeeper.

Signals · 1

Late filing · 2.5 mo

Active participants

102

Accounts w/ balance

112

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

People on this filing

LORI McCluskey signed JACO, Inc.'s 2022 Form 5500 as plan administrator.

LORI McCluskey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JACO, Inc.'s EIN is 04-2496160.

EIN 04-2496160

Plan number 001

Plan year 2022

ACK ID 20240130100557NAL0039353970001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for JACO, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

JACO, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.5 months past the 10.5-month grace window.

Plan sponsor

Name

JACO, INC.

EIN

all filings

Address

140 CONSTITUTION BLVD · FRANKLIN, MA · 02038

Phone

(508) 553-1004

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-01-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$30K	—

Investments

30 direct securities · 1 pooled fund· $11.5M(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.

Other securities

$7.5M

17 holdings

Mutual Funds

$1.6M

8 holdings

Common Collective Trust

$1.3M

1 holding

Common Collective Trusts

$698K

3 holdings

Bonds / Notes

$215K

1 holding

Common Stocks

$205K

1 holding

					% of plan
JPMorgan SmartRetirement® 2025 Fund Class R6 Mutual fund	Other securities	—	—	$1.6M	14.2%
JPMorgan SmartRetirement® 2030 Fund Class R6 Mutual fund	Other securities	—	—	$1.3M	11.6%
JPMorgan SmartRetirement® 2020 Fund Class R6 Mutual fund	Other securities	—	—	$1.3M	11.0%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$1.3M	11.0%
T. Rowe Price Blue Chip Growth Fund Class I Mutual fund	Other securities	—	—	$660K	5.7%
Fidelity Advisor® Strategic Income Fund - Class I Mutual fund	Mutual Funds	—	—	$585K	5.1%
JPMorgan SmartRetirement® 2040 Fund Class R6 Mutual fund	Other securities	—	—	$504K	4.4%
Virtus Ceredex Large-Cap Value Equity Fund Class I Mutual fund	Other securities	—	—	$502K	4.4%
Fidelity® 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$392K	3.4%
PGIM Total Return Bond Fund - Class Z Mutual fund	Other securities	—	—	$342K	3.0%
Fidelity Advisor® Technology Fund - Class I Mutual fund	Mutual Funds	—	—	$322K	2.8%
JPMorgan SmartRetirement® 2045 Fund Class R6 Mutual fund	Other securities	—	—	$300K	2.6%
American Century Mid Cap Value Fund R6 Class Mutual fund	Other securities	—	—	$289K	2.5%
JPMorgan SmartRetirement® 2035 Fund Class R6 Mutual fund	Other securities	—	—	$274K	2.4%
Fidelity® Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$272K	2.4%
Notes Receivable from Participants Interest rates 4.25% - 7.25% maturing through January 2028	Bonds / Notes	—	—	$215K	1.9%
JPMorgan U.S. Small Company Fund Class R6 Mutual fund	Common Stocks	—	—	$205K	1.8%
T. Rowe Price Overseas Stock Fund Class I Mutual fund	Other securities	—	—	$177K	1.5%
Fidelity Advisor® Government Income Fund - Class I Mutual fund	Mutual Funds	—	—	$166K	1.4%
MFS Mid Cap Growth Fund Class R6 Mutual fund	Mutual Funds	—	—	$132K	1.1%
Fidelity Advisor® International Growth Fund - Class I Mutual fund	Mutual Funds	—	—	$110K	1.0%
MFS New Discovery Fund Class R6 Mutual fund	Mutual Funds	—	—	$108K	0.9%
Fidelity Advisor® Health Care Fund - Class I Mutual fund	Mutual Funds	—	—	$101K	0.9%
Columbia Emerging Markets Fund Institutional 3 Class Mutual fund	Other securities	—	—	$87K	0.8%
Calvert Balanced Fund Class R6 Mutual fund	Other securities	—	—	$65K	0.6%
JPMorgan SmartRetirement® 2060 Fund Class R6 Mutual fund	Other securities	—	—	$57K	0.5%
JPMorgan SmartRetirement® 2055 Fund Class R6 Mutual fund	Other securities	—	—	$44K	0.4%
Fidelity Advisor® New Markets Income Fund - Class I Mutual fund	Mutual Funds	—	—	$41K	0.4%
Fidelity® Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$34K	0.3%
JPMorgan SmartRetirement® 2050 Fund Class R6 Mutual fund	Other securities	—	—	$6K	<0.1%
Principal Real Estate Securities Fund Class R6 Mutual fund	Other securities	—	—	$6K	<0.1%