Original filing (PDF)20251008082518NAL0005266417001

JF MARTIN FAMILY CORPORATION

Name: JF MARTIN FAMILY CORPORATION — JF MARTIN FAMILY CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: JF MARTIN FAMILY CORPORATION

Form 5500

FILING_RECEIVED

JF MARTIN FAMILY CORPORATION 401(K) PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issuedNo recordkeeper disclosed

Active participants

469

Accounts w/ balance

183

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

How this plan invests

This plan

31 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

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JF MARTIN FAMILY CORPORATION.

Plan sponsor

Name

JF MARTIN FAMILY CORPORATION

EIN

23-1597115

Address

PO BOX 137 · 55 LOWER HILLSIDE ROAD · STEVENS, PA · 17578

Phone

(717) 336-2804

Industry

Manufacturingsee 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

2025-10-08

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)

Audit & trust (Schedule H)

Auditor

SIMON LEVER, LLC

Trustee / custodian

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS, LLC	—	SANTA BARBARA, CA	INVESTMENT ADVISORY	$14K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROFESSIONAL CAPITAL SERVICES	23-3038464	—	CONTRACT ADMINISTRATOR	$11K	—

Investments

31 direct securities· $4.3M(100% of reported assets)

Other securities

$4.3M

30 holdings

U.S. Treasuries

$20K

1 holding

					% of plan
Vanguard Target Retirement 2040 Fund	Other securities	—	—	$569K	13.1%
Vanguard 500 Index Admiral	Other securities	—	—	$447K	10.3%
Vanguard Target Retirement 2045 Fund	Other securities	—	—	$433K	10.0%
Vanguard Target Retirement 2030 Fund	Other securities	—	—	$417K	9.6%
Vanguard Target Retirement 2035 Fund	Other securities	—	—	$396K	9.1%
Vanguard Target Retirement 2025 Fund	Other securities	—	—	$392K	9.0%
Vanguard Target Retirement 2055 Fund	Other securities	—	—	$277K	6.4%
Vanguard Target Retirement 2050 Fund	Other securities	—	—	$248K	5.7%
Vanguard Target Retirement 2060 Fund	Other securities	—	—	$208K	4.8%
Vanguard Value Index Admiral	Other securities	—	—	$203K	4.7%
Vanguard Target Retirement Income Fund	Other securities	—	—	$154K	3.6%
Vanguard Target Retirement 2065 Fund	Other securities	—	—	$87K	2.0%
Fidelity International Index	Other securities	—	—	$82K	1.9%
DFA US Micro Cap I	Other securities	—	—	$75K	1.7%
Vanguard Small Cap Index Admiral	Other securities	—	—	$67K	1.6%
Vanguard Small Cap Value Index Admiral	Other securities	—	—	$41K	0.9%
Vanguard International Value Investor	Other securities	—	—	$34K	0.8%
Vanguard Growth Index Admiral	Other securities	—	—	$32K	0.7%
DFA Emerging Markets Core Equity I	Other securities	—	—	$26K	0.6%
Fidelity Mid Cap Index ** 734 Schwab Treasury Inflation Protected Securities Index	U.S. Treasuries	—	—	$20K	0.5%
Vanguard Short-Term Bond Index Admiral	Other securities	—	—	$18K	0.4%
Vanguard Mid-Cap Growth Index Admiral	Other securities	—	—	$16K	0.4%
Vanguard Mid-Cap Value Index Admiral	Other securities	—	—	$12K	0.3%
DFA Two-Year Global Fixed-Income I	Other securities	—	—	$12K	0.3%
DFA Intermediate Government Fixed-Income I	Other securities	—	—	$11K	0.3%
Vanguard Small Cap Growth Index Admiral	Other securities	—	—	$11K	0.3%
Vanguard Short-Term Investment-Grade Admiral	Other securities	—	—	$9K	0.2%
DFA International Small Cap Value I	Other securities	—	—	$9K	0.2%
Vanguard High-Yield Corporate Admiral	Other securities	—	—	$8K	0.2%
Vanguard Target Retirement 2070 Fund	Other securities	—	—	$8K	0.2%
DFA International Small Company I	Other securities	—	—	$1K	<0.1%

1–31 of 31

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$4.1M Dimensional / DFA$135K Fidelity$102K

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