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Original filing (PDF)20250528140859NAL0004436883001
JPI EMPLOYMENT SERVICES, LLC
Form 5500
FILING_RECEIVED
JPI RETIREMENT PLAN
401(k) retirement plan
Active participants
334
Accounts w/ balance
427
Plan assets (EOY)
$28.0M
Net assets (EOY)
$28.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JPI EMPLOYMENT SERVICES, LLC.
Plan sponsor
Name
JPI EMPLOYMENT SERVICES, LLC
EIN
27-0512887
Address
9001 CYPRESS WATERS BLVD · STE A · DALLAS, TX · 75019
Phone
(972) 556-1700
Industry
Real Estatesee 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
2025-05-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $33K | — |
| USI ADVISORS, INC | — | GLASTONBURY, CT | ADVISOR | $11K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
25 direct securities · 1 pooled fund· $28.0M(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
$27.7M
25 holdings
Common Collective Trust
$342K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund Mutual fund | — | — | — | $4.0M | 14.2% | |
| Fidelity Freedom Index 2035 Institutional Premium Fund Mutual fund | — | — | — | $3.4M | 12.0% | |
| Fidelity Freedom Index 2040 Institutional Premium Fund Mutual fund | — | — | — | $3.3M | 11.9% | |
| Fidelity Freedom Index 2045 Institutional Premium Fund Mutual fund | — | — | — | $3.2M | 11.3% | |
| Fidelity Freedom Index 2050 Institutional Premium Fund Mutual fund | — | — | — | $2.5M | 8.8% | |
| Fidelity Freedom Index 2055 Institutional Premium Fund Mutual fund | — | — | — | $1.9M | 6.7% | |
| Identity of Issue, Borrower, Description of (d) Current Interest Lessor or Similar Party Investment Cost Value AB Large Cap Growith Fund Mutual fund | — | — | — | $1.9M | 6.7% | |
| Fidelity Freedom Index 2060 Institutional Premium Fund Mutual fund | — | — | — | $1.3M | 4.8% | |
| Fidelity Freedom Index 2025 Institutional Premium Fund Mutual fund | — | — | — | $1.1M | 3.8% | |
| Fidelity Freedom Index 2030 Institutional Premium Fund Mutual fund | — | — | — | $681K | 2.4% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $567K | 2.0% | |
| Notes receivable from participants (Maturities through Novemb er 2037; Interest rate range: 4.25% - 9.50%) - | — | — | — | $504K | 1.8% | |
| Fidelity Total International Index Fund Mutual fund | — | — | — | $486K | 1.7% | |
| Fidelity Freedom Index 2065 Institutional Premium Fund Mutual fund | — | — | — | $458K | 1.6% | |
| MFS International Diversification Fund Mutual fund | — | — | — | $454K | 1.6% | |
| Columbia Dividend Income Fund Mutual fund | — | — | — | $411K | 1.5% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $383K | 1.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $342K | 1.2% | |
| Fidelity Freedom Index 2015 Institutional Premium Fund Mutual fund ** 656 * Fidelity Freedom Index 2020 Institutional Premium Fund Mutual fund | — | — | — | $329K | 1.2% | |
| Pimco International Bond Fund (U.S. Dollar-Hedged) Mutual fund Institutional Fund Mutual fund | — | — | — | $321K | 1.1% | |
| Fidelity Inflation-Protected Bond Mutual fund | — | — | — | $212K | 0.8% | |
| BlackRock Total Return Fund Mutual fund | — | — | — | $195K | 0.7% | |
| Fidelity US Bond Index Fund Mutual fund | — | — | — | $192K | 0.7% | |
| Fidelity Freedom Index 2010 Institutional Premium Fund Mutual fund | — | — | — | $17K | <0.1% | |
| Fidelity Freedom Index Income Institutional Premium Fund Mutual fund | — | — | — | $9K | <0.1% | |
| Fidelity Government Money Market Mutual fund | — | — | — | $8K | <0.1% |
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