Original filing (PDF)20250516062820NAL0020111681001

JONES-HAMILTON CO.

Name: JONES-HAMILTON CO. — JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: JONES-HAMILTON CO.

Form 5500

FILING_RECEIVED

JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

52% in single holdingNo recordkeeper disclosed

Active participants

119

Accounts w/ balance

169

Plan assets (EOY)

$148.9M

Net assets (EOY)

$104.3M

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONES-HAMILTON CO..

Plan sponsor

Name

JONES-HAMILTON CO.

EIN

20-3745300

Address

570 LONGBOW DR. · MAUMEE, OH · 43537

Phone

(419) 666-9838

Industry

Manufacturingsee 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

2025-05-16

Pension benefit codes

2E · Profit-sharing

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $148.9M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Allocated - 3,498 Shares	—	—	$16.9M	$77.7M	52.2%
	Unallocated - 3,203 Shares	—	—	$45.6M	$71.2M	47.8%

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