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Original filing (PDF)20250723142513NAL0005548016001
JWF INDUSTRIES
Form 5500
FILING_RECEIVED
JWF INDUSTRIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
318
Accounts w/ balance
433
Plan assets (EOY)
$44.9M
Net assets (EOY)
$44.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JWF INDUSTRIES.
Plan sponsor
Name
JWF INDUSTRIES
EIN
25-1618979
Address
84 IRON ST · JOHNSTOWN, PA · 15901
Phone
(814) 532-4120
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
2025-07-23
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
WESSEL AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERISERV WEALTH & CAPITAL MGMT | — | JOHNSTOWN, PA | TRUSTEE | $127K | — |
Investments
43 direct securities · 11 pooled funds· $44.8M(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.
Common Collective Trust
$25.7M
11 holdings
Uncategorized
$19.1M
43 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PATHROAD CAPITAL APPRECIATION & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080043 / PN 001 | Common Collective Trust | — | — | $9.1M | 20.3% | |
| PATHROAD BALANCED GROWTH & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080038 / PN 001 | Common Collective Trust | — | — | $8.2M | 18.3% | |
| PATHROAD LONG TERM EQUITY INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080047 / PN 001 | Common Collective Trust | — | — | $6.1M | 13.6% | |
| Fidelity Investments Fidelity Adv Technology Fund | — | — | — | $4.8M | 10.8% | |
| The Vanguard Group Vanguard Institutional Index Fund | — | — | — | $2.7M | 5.9% | |
| Goldman Sachs Asset Management Goldman Sachs Fin Sq Govt Fd 465 | — | — | — | $2.3M | 5.1% | |
| PATHROAD CONSERVATIVE GROWTH & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080035 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.3% | |
| Participant Notes Receivable Interest Rates Ranging from 5.25% to 10.50% | — | — | — | $1.2M | 2.7% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund | — | — | — | $1.1M | 2.4% | |
| Fidelity Investments Fidelity Advisor Growth Opportunities | — | — | — | $900K | 2.0% | |
| PATHROAD STRATEGIC LONG TERM EQUITY AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1912135 / PN 001 | Common Collective Trust | — | — | $575K | 1.3% | |
| T. Rowe Price T. Rowe Price Health Sciences Fund | — | — | — | $541K | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $458K | 1.0% | |
| PrimeCap Odyssey Funds PrimeCap Odyssey Aggressive Growth Fd | — | — | — | $448K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $378K | 0.8% | |
| The Vanguard Group Vanguard Equity Income Fund | — | — | — | $352K | 0.8% | |
| The Vanguard Group Vanguard Emerging Markets Bond Admiral | — | — | — | $345K | 0.8% | |
| T. Rowe Price T. Rowe Price Capital Appreciation | — | — | — | $293K | 0.7% | |
| Virtus Investment Partners Small Cap Growth | — | — | — | $275K | 0.6% | |
| Calvert Equity Fund Class | — | — | — | $271K | 0.6% | |
| The Vanguard Group Vanguard Mid Cap Index Admiral | — | — | — | $264K | 0.6% | |
| Invesco International Small-Mid Company Fund R6 | — | — | — | $254K | 0.6% | |
| Nuveen Real Estate Select Fund R6 | — | — | — | $242K | 0.5% | |
| John Hancock John Hancock Funds III Disc Val Mcp I | — | — | — | $201K | 0.4% | |
| T. Rowe Price T. Rowe Price Financial Services Fund | — | — | — | $189K | 0.4% | |
| The Vanguard Group Vanguard Small Cap Index Fund | — | — | — | $168K | 0.4% | |
| The Vanguard Group Vanguard Intl Gr FD Admiral | — | — | — | $140K | 0.3% | |
| Fidelity Investments Fidelity Adv Emerging Markets | — | — | — | $136K | 0.3% | |
| Dodge & Cox Balanced Fund | — | — | — | $116K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $114K | 0.3% | |
| The Vanguard Group Vanguard Total Bond Market Index Adm | — | — | — | $109K | 0.2% | |
| PATHROAD CONSERVATIVE FIX INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080030 / PN 001 | Common Collective Trust | — | — | $102K | 0.2% | |
| Goldman Sachs Asset Management Goldman Sachs Fin Sq Govt Fd 468 | — | — | — | $98K | 0.2% | |
| T. Rowe Price International Discovery | — | — | — | $90K | 0.2% | |
| Federated Investors Federated Institutional High Yield Bond Fund | — | — | — | $87K | 0.2% | |
| PIMCO Funds Pimco GNMA & Government Securities | — | — | — | $85K | 0.2% | |
| T. Rowe Price T. Rowe Price PR Real Asset | — | — | — | $82K | 0.2% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS INC · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $81K | 0.2% | |
| PATHROAD STRATEGIC CAP APPRECIATION AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1933023 / PN 001 | Common Collective Trust | — | — | $62K | 0.1% | |
| Blackrock Mid Cap Growth Equity | — | — | — | $54K | 0.1% | |
| PIMCO Funds Pimco Total Return Institutional Fund | — | — | — | $46K | 0.1% | |
| PIMCO Funds Pimco Income Institutional Fund | — | — | — | $43K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $43K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $43K | <0.1% | |
| PATHROAD INTERMEDIATE TERM FIX INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080032 / PN 001 | Common Collective Trust | — | — | $41K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $41K | <0.1% | |
| Natixis Loomis Sayles LTD Government | — | — | — | $24K | <0.1% | |
| Fidelity Investments Fidelity International Small Cap Opportunity Fund | — | — | — | $23K | <0.1% | |
| Loomis Sayles Bond Institutional | — | — | — | $15K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $14K | <0.1% | |
| PATHROAD STRATEGIC BAL GROWTH INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1945731 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $5K | <0.1% | |
| PATHROAD STRATEGIC CONSERV GTH INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1960703 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $2K | <0.1% |
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