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Original filing (PDF)20231014145256NAL0070784482001
MARC JONES CONSTRUCTION, LLC
Form 5500
FILING_RECEIVED
SUNPRO SOLAR 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
29 collective trusts
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)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARC JONES CONSTRUCTION, LLC.
Plan sponsor
Name
MARC JONES CONSTRUCTION, LLC
DBA
DBA SUNPRO SOLAR
EIN
26-9161384
Address
223 GENERAL PATTON AVE · MANDEVILLE, LA · 70471
Phone
(985) 317-0509
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-14
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)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $12K | — |
| MALCOLM THOMPSON & ASSOCIATES | 26-4203770 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISOR | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES INC | 13-3180178 | — | TPA | $8K | — |
Investments
29 pooled funds· $0
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 |
|---|---|---|---|
| TRANSAMERICA RETIREONTRACK 2010 WIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 687 | Pooled Separate Account | $0 | — |
| TRANSAMERICA RETIREONTRACK 2045 WIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | $0 | — |
| TA VANGUARD LIFESTRATEGY CONSERVATI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 501 | Pooled Separate Account | $0 | — |
| TRANSAMERICA RETIREONTRACK 2020 WIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | $0 | — |
| TA VANGUARD LIFESTRATEGY MODERATE G TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 504 | Pooled Separate Account | $0 | — |
| TA VANGUARD LIFESTRATEGY GROWTH RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 502 | Pooled Separate Account | $0 | — |
| ALLSPRING CORE BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 548 | Pooled Separate Account | $0 | — |
| TA VANGUARD LIFESTRATEGY INCOME RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 503 | Pooled Separate Account | $0 | — |
| TRANSAMERICA RETIREONTRACK 2015 WIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 688 | Pooled Separate Account | $0 | — |
| FEDERATED HERMES INSTITUTIONAL HIGH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 575 | Pooled Separate Account | $0 | — |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 302 | Pooled Separate Account | $0 | — |
| FEDERATED HERMES TOTAL RETURN BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 766 | Pooled Separate Account | $0 | — |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 741 | Pooled Separate Account | $0 | — |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 583 | Pooled Separate Account | $0 | — |
| FIDELITY ADVISOR FOCUS EMERGING MAR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 288 | Pooled Separate Account | $0 | — |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | $0 | — |
| TRANSAMERICA RETIREONTRACK 2025 WIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | $0 | — |
| BLACKROCK EQUITY DIVIDEND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 240 | Pooled Separate Account | $0 | — |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 665 | Pooled Separate Account | $0 | — |
| JPMORGAN LARGE CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 585 | Pooled Separate Account | $0 | — |
| TRANSAMERICA RETIREONTRACK 2060 WIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | $0 | — |
| TRANSAMERICA RETIREONTRACK 2055 WIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | $0 | — |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $0 | — |
| TRANSAMERICA RETIREONTRACK 2035 WIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | $0 | — |
| TRANSAMERICA RETIREONTRACK 2030 WIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | $0 | — |
| TRANSAMERICA RETIREONTRACK 2040 WIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | $0 | — |
| TRANSAMERICA RETIREONTRACK 2050 WIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | $0 | — |
| STATE STREET RUSSELL SMALL CAP VALU TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 046 | Pooled Separate Account | $0 | — |
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