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Original filing (PDF)20251015001933NAL0003701745001
JMJS, INC. DBA COE DISTRIBUTING
Form 5500
FILING_RECEIVED
COE DISTRIBUTING 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
140
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
22 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
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JMJS, INC. DBA COE DISTRIBUTING.
Plan sponsor
Name
JMJS, INC. DBA COE DISTRIBUTING
EIN
27-1572756
Address
1020 FRANKLIN DRIVE, SUITE 5 · SMOCK, PA · 15480
Phone
(724) 437-8202
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
SISTERSON & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 82-4555287 | IRVINE, CA | RECORDKEEPER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | 25-1650062 | PITTSBURGH, PA | CONTRACT ADMIN | $4K | — |
Investments
22 direct securities· $7.5M(97% of reported assets)
Uncategorized
$5.9M
21 holdings
Mutual Funds
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * American Funds Target Date Fund 2035 | Mutual Funds | — | — | $1.6M | 20.4% | |
| American Funds Target Date Fund 2040 | — | — | — | $836K | 10.8% | |
| American Funds Target Date Fund 2055 | — | — | — | $762K | 9.9% | |
| American Funds Target Date Fund 2030 | — | — | — | $654K | 8.5% | |
| American Funds Target Date Fund 2045 | — | — | — | $591K | 7.7% | |
| American Funds Target Date Fund 2050 | — | — | — | $483K | 6.3% | |
| American Funds Target Date Fund 2060 | — | — | — | $444K | 5.7% | |
| Fidelity Growth Opportunities Fund | — | — | — | $406K | 5.3% | |
| American Century Growth Fund | — | — | — | $306K | 4.0% | |
| American Funds Target Date Fund 2025 | — | — | — | $298K | 3.9% | |
| Notes receivable from participants Interest rates from 4.25% to 9.50% | — | — | — | $214K | 2.8% | |
| PARTICIPANT LOANS VARIOUS | — | — | $211K | $211K | 2.7% | |
| American Funds Target Date Fund 2020 | — | — | — | $164K | 2.1% | |
| Neuberger Berman Large Cap Value Fund | — | — | — | $153K | 2.0% | |
| American Funds New Perspective Fund | — | — | — | $137K | 1.8% | |
| Janus Henderson Enterprise Fund | — | — | — | $68K | 0.9% | |
| Royce Small Cap Opportunity Fund | — | — | — | $68K | 0.9% | |
| American Funds Target Date Fund 2065 | — | — | — | $68K | 0.9% | |
| Money market fund * American Funds American Funds - Money Market Fund | — | — | — | $14K | 0.2% | |
| American Funds American Balanced | — | — | — | $10K | 0.1% | |
| American Funds Target Date Fund 2010 | — | — | — | $2K | <0.1% | |
| American Funds New Work Fund | — | — | — | $2K | <0.1% |
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