How big is JMAC, Inc.'s plan?

JMAC, Inc.'s plan reported $45.5M in assets and 543 participants for 2024.

Original filing (PDF)20251010163316NAL0008484865001

JMAC, Inc.

Name: JMAC, Inc. — JMAC, Inc. 401(k) Plan, Form 5500 (2024)
Creator: JMAC, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JMAC, Inc. 401(k) Plan

401(k) retirement plan · JMAC, Inc.'s JMAC, Inc. 401(k) Plan held $45.5M in plan assets for 543 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

543

Accounts w/ balance

494

Plan assets (EOY)

$45.5M

Net assets (EOY)

$45.5M

Plan identifiers

JMAC, Inc.'s EIN is 31-0981458.

EIN 31-0981458

Plan number 001

Plan year 2024

ACK ID 20251010163316NAL0008484865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JMAC, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JMAC, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JMAC, INC..

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How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

JMAC, INC.

EIN

all filings

Address

200 W. NATIONWIDE BLVD. · COLUMBUS, OH · 43215

Phone

(614) 436-2418

Industry

Management of Companies / Holdings

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

2025-10-10

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)

2X · Other multiple-employer DC plan

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	SERVICE PROVIDER	$9K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
LATITUDE SERVICE COMPANY	—	PLYMOUTH, IN	THIRD PARTY ADMIN	$7K	—

Investments

43 direct securities· $45.1M(99% of reported assets)

Mutual Funds

$25.0M

26 holdings

Other securities

$16.8M

14 holdings

Common Collective Trusts

$2.0M

1 holding

Common Stocks

$1.2M

1 holding

Bonds / Notes

$97K

1 holding

					% of plan
JPMorgan Large Cap Growth R6 Mutual Funds N/A	Other securities	—	—	$5.4M	11.8%
Vanguard Equity Income Mutual Funds N/A	Mutual Funds	—	—	$3.5M	7.8%
American Funds 2040 Trgt Date Retire R6 Mutual Funds N/A	Mutual Funds	—	—	$2.5M	5.4%
American Funds 2045 Trgt Date Retire R6 Mutual Funds N/A	Mutual Funds	—	—	$2.2M	4.8%
American Funds 2030 Trgt Date Retire R6 Mutual Funds N/A	Mutual Funds	—	—	$2.1M	4.6%
Invesco Equally Weighted S&P 500 Y Mutual Funds N/A	Common Collective Trusts	—	—	$2.0M	4.3%
T. Rowe Price Capital Appreciation Mutual Funds N/A	Other securities	—	—	$2.0M	4.3%
Vanguard Dividend Growth Inv Mutual Funds N/A	Mutual Funds	—	—	$1.9M	4.1%
Principal MidCap Blend Institutional Mutual Funds N/A	Other securities	—	—	$1.8M	4.0%
American Funds 2035 Trgt Date Retire R6 Mutual Funds N/A	Mutual Funds	—	—	$1.6M	3.6%
Pioneer Bond Y Mutual Funds N/A	Other securities	—	—	$1.6M	3.5%
JP Morgan Mid Cap Value Institutional Mutual Funds N/A	Other securities	—	—	$1.5M	3.3%
American Funds 2050 Trgt Date Retire R6 Mutual Funds N/A	Mutual Funds	—	—	$1.5M	3.2%
ClearBridge Appreciation I Mutual Funds N/A	Other securities	—	—	$1.4M	3.1%
American Funds EuroPacific Growth R6 Mutual Funds N/A	Mutual Funds	—	—	$1.3M	2.8%
Nationwide Fixed Select Option Group Annuity Contract N/A	Common Stocks	—	—	$1.2M	2.7%
T. Rowe Price Global Stock Fund Mutual Funds N/A	Other securities	—	—	$1.1M	2.3%
Fidelity Advisor Small Cap Value Fund Class I Mutual Funds N/A	Mutual Funds	—	—	$1.0M	2.3%
American Funds New World R6 Mutual Funds N/A	Mutual Funds	—	—	$910K	2.0%
Lord Abbett Short Duration Income I Mutual Funds N/A	Mutual Funds	—	—	$876K	1.9%
American Funds 2055 Trgt Date Retire R6 Mutual Funds N/A	Mutual Funds	—	—	$784K	1.7%
Neuberger Berman Real Estate Mutual Funds N/A	Other securities	—	—	$765K	1.7%
Putnam Small Cap Growth Y Fund Mutual Funds N/A	Mutual Funds	—	—	$731K	1.6%
American Funds 2025 Trgt Date Retire R6 Mutual Funds N/A	Mutual Funds	—	—	$714K	1.6%
Vanguard Large Cap Index Admiral Mutual Funds N/A	Mutual Funds	—	—	$696K	1.5%
Columbia Corporate Income Fund Institutional Mutual Funds N/A 82 Columbia Dividend Income Institutional 2 Mutual Funds N/A	Other securities	—	—	$609K	1.3%
American Funds 2060 Trgt Date Retire R6 Mutual Funds N/A	Mutual Funds	—	—	$519K	1.1%
American Funds 2020 Trgt Date Retire R6 Mutual Funds N/A	Mutual Funds	—	—	$487K	1.1%
American Funds Conservative Growth and Income Class R-6Mutual Funds N/A	Mutual Funds	—	—	$468K	1.0%
Eaton Vance Floating-Rate & High Income Institutional Mutual Funds N/A	Other securities	—	—	$406K	0.9%
PIMCO Real Return Institutional Mutual Funds N/A	Mutual Funds	—	—	$300K	0.7%
Vanguard US Growth Admiral Mutual Funds N/A	Mutual Funds	—	—	$262K	0.6%
American Funds 2065 Target Date Retirement Fund Mutual Funds N/A	Mutual Funds	—	—	$194K	0.4%
PIMCO Total Return Inst Mutual Funds N/A	Mutual Funds	—	—	$162K	0.4%
Fidelity Advisor Balanced Fund - Class 1 Mutual Funds N/A	Mutual Funds	—	—	$159K	0.3%
Blackrock High Yield Bond Portfolio Mutual Funds N/A	Other securities	—	—	$148K	0.3%
JPMorgan Smart Retirement Income Institutional Mutual Funds N/A	Other securities	—	—	$112K	0.2%
American Funds Small Cap World R6 Mutual Funds N/A	Mutual Funds	—	—	$103K	0.2%
Participant loans (interest at 4.25% - 9.50%) N/A	Bonds / Notes	—	—	$97K	0.2%
ClearBridge Small Cap Growth I Mutual Funds N/A	Other securities	—	—	$48K	0.1%
American Funds American Mutual Fund Class R-6 Mutual Funds N/A	Mutual Funds	—	—	$29K	<0.1%
American Funds 2015 Target Date Retirement R6 Mutual Funds N/A	Mutual Funds	—	—	$3K	<0.1%
Federated Hermes Government Obligations Fund Mutual Funds N/A	Other securities	—	—	$2K	<0.1%