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JTEAM INC — JTEAM INC EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251007140543NAL0002730547001
JTEAM INC
Form 5500
FILING_RECEIVED
JTEAM INC EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
128
Accounts w/ balance
150
Plan assets (EOY)
$54.9M
Net assets (EOY)
$54.9M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JTEAM INC
.
Find decision makers
Plan sponsor
Name
JTEAM INC
EIN
20-1895713
Address
3650 JUNCTION BLVD. · RALEIGH, NC · 27603
Phone
(919) 277-0015
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $53.7M
(98% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
JTeam, Inc. Common stock - 48,122.5513 shares
—
—
$3.0M
$53.7M
97.8%
Cash Held in Bank
—
—
$2K
$2K
<0.1%
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100
Knocking points off
Top holding "JTeam, Inc. Common stock - 48,122.5513 shares" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
—
Trustee phone
—
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