Original filing (PDF)20251006101846NAL0001983091001

JESCO, INC.

Name: JESCO, INC. — JESCO, INC. SAVINGS AND INVESTMENT PLAN, Form 5500 (2024)
Creator: JESCO, INC.

Form 5500

FILING_RECEIVED

JESCO, INC. SAVINGS AND INVESTMENT PLAN

401(k) retirement plan

Active participants

202

Accounts w/ balance

279

Plan assets (EOY)

$20.8M

Net assets (EOY)

$20.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JESCO, INC..

Plan sponsor

Name

JESCO, INC.

EIN

22-1979549

Address

1260 CENTENNIAL AVENUE · PISCATAWAY, NJ · 08854

Phone

(908) 941-1801

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

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)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$50K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CFS INVESTMENT ADVISORY SERVICES	—	TOTOWA, NJ	INVESTMENT ADVISOR	$53K	—

TPA / Administrator

Name	EIN	Location	Relation

Investments

1 pooled fund· $297K(1% 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.

Investment	Type	Current value	% of plan
SMALL CAP VALUE FUND III CLASS R1 GREAT GRAY · EIN 38-7289846 / PN 001	Common Collective Trust	$297K	1.4%

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