Original filing (PDF)20260710085810NAL0000852195001

Jack Rouse Associates, LLC

Name: Jack Rouse Associates, LLC — Jack Rouse Associates, Form 5500 (2025)
Creator: Jack Rouse Associates, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jack Rouse Associates 401(k) Plan

401(k) retirement plan · Jack Rouse Associates, LLC's Jack Rouse Associates 401(k) Plan covered 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

2 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

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACK ROUSE ASSOCIATES, LLC.

Plan sponsor

Name

JACK ROUSE ASSOCIATES, LLC

EIN

31-1220353all filings

Address

600 VINE STREET · SUITE 1700 · CINCINNATI, OH · 45202

Phone

(513) 381-0055

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-10

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $306K

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.

			% of plan
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	$259K	84.6%
PRINCIPAL US REIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 82-2725212 / PN 001	Common Collective Trust	$47K	15.4%

1–2 of 2

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