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Original filing (PDF)20251010163316NAL0008484865001
JMAC, INC.
Form 5500
FILING_RECEIVED
JMAC, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
543
Accounts w/ balance
494
Plan assets (EOY)
$45.5M
Net assets (EOY)
$45.5M
How this plan invests
This plan
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JMAC, INC..
Plan sponsor
Name
JMAC, INC.
EIN
31-0981458
Address
200 W. NATIONWIDE BLVD. · COLUMBUS, OH · 43215
Phone
(614) 436-2418
Industry
Management of Companies / Holdingssee 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
2025-10-10
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
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY | — | PLYMOUTH, IN | THIRD PARTY ADMIN | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | SERVICE PROVIDER | $9K | — |
Investments
43 direct securities· $45.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 Mutual Funds N/A | — | — | — | $5.4M | 11.8% | |
| Vanguard Equity Income Mutual Funds N/A | — | — | — | $3.5M | 7.8% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Funds N/A | — | — | — | $2.5M | 5.4% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Funds N/A | — | — | — | $2.2M | 4.8% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Funds N/A | — | — | — | $2.1M | 4.6% | |
| Invesco Equally Weighted S&P 500 Y Mutual Funds N/A | — | — | — | $2.0M | 4.3% | |
| T. Rowe Price Capital Appreciation Mutual Funds N/A | — | — | — | $2.0M | 4.3% | |
| Vanguard Dividend Growth Inv Mutual Funds N/A | — | — | — | $1.9M | 4.1% | |
| Principal MidCap Blend Institutional Mutual Funds N/A | — | — | — | $1.8M | 4.0% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Funds N/A | — | — | — | $1.6M | 3.6% | |
| Pioneer Bond Y Mutual Funds N/A | — | — | — | $1.6M | 3.5% | |
| JP Morgan Mid Cap Value Institutional Mutual Funds N/A | — | — | — | $1.5M | 3.3% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Funds N/A | — | — | — | $1.5M | 3.2% | |
| ClearBridge Appreciation I Mutual Funds N/A | — | — | — | $1.4M | 3.1% | |
| American Funds EuroPacific Growth R6 Mutual Funds N/A | — | — | — | $1.3M | 2.8% | |
| Nationwide Fixed Select Option Group Annuity Contract N/A | — | — | — | $1.2M | 2.7% | |
| T. Rowe Price Global Stock Fund Mutual Funds N/A | — | — | — | $1.1M | 2.3% | |
| Fidelity Advisor Small Cap Value Fund Class I Mutual Funds N/A | — | — | — | $1.0M | 2.3% | |
| American Funds New World R6 Mutual Funds N/A | — | — | — | $910K | 2.0% | |
| Lord Abbett Short Duration Income I Mutual Funds N/A | — | — | — | $876K | 1.9% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Funds N/A | — | — | — | $784K | 1.7% | |
| Neuberger Berman Real Estate Mutual Funds N/A | — | — | — | $765K | 1.7% | |
| Putnam Small Cap Growth Y Fund Mutual Funds N/A | — | — | — | $731K | 1.6% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Funds N/A | — | — | — | $714K | 1.6% | |
| Vanguard Large Cap Index Admiral Mutual Funds N/A | — | — | — | $696K | 1.5% | |
| Columbia Corporate Income Fund Institutional Mutual Funds N/A 82 Columbia Dividend Income Institutional 2 Mutual Funds N/A | — | — | — | $609K | 1.3% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Funds N/A | — | — | — | $519K | 1.1% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Funds N/A | — | — | — | $487K | 1.1% | |
| American Funds Conservative Growth and Income Class R-6Mutual Funds N/A | — | — | — | $468K | 1.0% | |
| Eaton Vance Floating-Rate & High Income Institutional Mutual Funds N/A | — | — | — | $406K | 0.9% | |
| PIMCO Real Return Institutional Mutual Funds N/A | — | — | — | $300K | 0.7% | |
| Vanguard US Growth Admiral Mutual Funds N/A | — | — | — | $262K | 0.6% | |
| American Funds 2065 Target Date Retirement Fund Mutual Funds N/A | — | — | — | $194K | 0.4% | |
| PIMCO Total Return Inst Mutual Funds N/A | — | — | — | $162K | 0.4% | |
| Fidelity Advisor Balanced Fund - Class 1 Mutual Funds N/A | — | — | — | $159K | 0.3% | |
| Blackrock High Yield Bond Portfolio Mutual Funds N/A | — | — | — | $148K | 0.3% | |
| JPMorgan Smart Retirement Income Institutional Mutual Funds N/A | — | — | — | $112K | 0.2% | |
| American Funds Small Cap World R6 Mutual Funds N/A | — | — | — | $103K | 0.2% | |
| Participant loans (interest at 4.25% - 9.50%) N/A | — | — | — | $97K | 0.2% | |
| ClearBridge Small Cap Growth I Mutual Funds N/A | — | — | — | $48K | 0.1% | |
| American Funds American Mutual Fund Class R-6 Mutual Funds N/A | — | — | — | $29K | <0.1% | |
| American Funds 2015 Target Date Retirement R6 Mutual Funds N/A | — | — | — | $3K | <0.1% | |
| Federated Hermes Government Obligations Fund Mutual Funds N/A | — | — | — | $2K | <0.1% |