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Original filing (PDF)20251013104601NAL0002476914001
JSL TECHNOLOGIES INC
Form 5500
FILING_RECEIVED
JSL TECHNOLOGIES, INC PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
193
Accounts w/ balance
211
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JSL TECHNOLOGIES INC.
Plan sponsor
Name
JSL TECHNOLOGIES INC
EIN
26-3102603
Address
1701 PACIFIC AVE STE 270 · OXNARD, CA · 93033
Phone
(805) 985-7700
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MITCHELL & ASSOCIATES, APC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
31 direct securities · 4 pooled funds· $13.0M(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.
Uncategorized
$9.5M
31 holdings
Pooled Separate Account
$3.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option | — | — | — | $2.1M | 19.7% | |
| Principal Core Fixed Income Separate Account Z | — | — | — | $1.7M | 16.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.7M | 16.0% | |
| Fidelity 500 Index Fund | — | — | — | $1.3M | 12.1% | |
| Vanguard Value Index Admiral Fund | — | — | — | $1.0M | 9.6% | |
| Principal Diversified International Separate Account Z | — | — | — | $870K | 8.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $870K | 8.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $689K | 6.6% | |
| American Funds Growth Fund of America R6 Fund | — | — | — | $563K | 5.4% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $272K | 2.6% | |
| DFA US Large Company I Fund | — | — | — | $250K | 2.4% | |
| DFA US Small Cap I Fund | — | — | — | $207K | 2.0% | |
| Fidelity International Index Fund | — | — | — | $199K | 1.9% | |
| DFA US Small Cap Growth Institutional Fund | — | — | — | $196K | 1.9% | |
| Fidelity Advisor Small Cap Value Z Fund | — | — | — | $194K | 1.9% | |
| Fidelity Mid Cap Index Fund | — | — | — | $186K | 1.8% | |
| Vanguard Mid-Cap Value Index Admiral Fund | — | — | — | $163K | 1.6% | |
| American Funds New Perspective R6 Fund | — | — | — | $117K | 1.1% | |
| American Funds American Balanced R6 Fund | — | — | — | $111K | 1.1% | |
| American Funds Target Date Retirement 2040 R6 Fund | — | — | — | $86K | 0.8% | |
| Participant Loans | — | — | — | $81K | 0.8% | |
| Fidelity Advisor Total Bond Z | — | — | — | $66K | 0.6% | |
| Vanguard Intermediate-Term Treasury Admiral Fund | — | — | — | $49K | 0.5% | |
| American Funds Target Date Retirement 2035 R6 Fund | — | — | — | $38K | 0.4% | |
| Vanguard International Growth Admiral Fund | — | — | — | $38K | 0.4% | |
| American Funds Target Date Retirement 2060 R6 Fund | — | — | — | $29K | 0.3% | |
| American Funds Target Date Retirement 2055 R6 Fund | — | — | — | $23K | 0.2% | |
| DFA Real Estate Securities I Fund | — | — | — | $12K | 0.1% | |
| American Funds Capital World Bond R6 Fund | — | — | — | $11K | 0.1% | |
| PGIM High Yield R6 Fund | — | — | — | $10K | <0.1% | |
| American Funds Target Date Retirement 2050 R6 Fund | — | — | — | $3K | <0.1% | |
| American Funds Target Date Retirement 2065 R6 Fund | — | — | — | $2K | <0.1% | |
| American Funds Target Date Retirement 2025 R6 Fund | — | — | — | $255 | <0.1% | |
| American Funds Target Date Retirement 2030 R6 Fund | — | — | — | $13 | <0.1% | |
| American Funds Target Date Retirement 2045 R6 Fund | — | — | — | $3 | <0.1% |
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