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Original filing (PDF)20251013164349NAL0000833747001
JOHN R. JURGENSEN & ASSOCIATED COMPANIES
Form 5500
FILING_RECEIVED
MELVIN STONE COMPANY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
150
Accounts w/ balance
151
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN R. JURGENSEN & ASSOCIATED COMPANIES.
Plan sponsor
Name
JOHN R. JURGENSEN & ASSOCIATED COMPANIES
EIN
31-1656004
Address
11641 MOSTELLER RD · CINCINNATI, OH · 45241
Phone
(937) 584-2486
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT | 35-2467663 | — | CONSULTANT | $6K | — |
Investments
28 direct securities · 2 pooled funds· $14.3M(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
$13.1M
28 holdings
Common Collective Trust
$1.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.0M | 22.4% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $1.7M | 12.5% | |
| Fidelity Freedom Index 2030 Fund - Investor Class | — | — | — | $1.6M | 11.9% | |
| American Funds New Perspective Fund Class R-6 | — | — | — | $1.2M | 9.0% | |
| KeyBank EB MaGIC Stable Value CIT | — | — | — | $1.1M | 8.1% | |
| EB MGD GUARANTEED KEYBANK NATIONAL ASSOCIATION · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $1.1M | 8.1% | |
| iShares MSCI EAFE International Index Fund Class K | — | — | — | $720K | 5.4% | |
| Fidelity Freedom Index 2025 Fund - Investor Class | — | — | — | $639K | 4.8% | |
| Fidelity Freedom Index 2035 Fund - Investor Class | — | — | — | $417K | 3.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $365K | 2.7% | |
| Fidelity Freedom Index 2045 Fund - Investor Class | — | — | — | $356K | 2.6% | |
| Fidelity Freedom Index 2050 Fund - Investor Class | — | — | — | $307K | 2.3% | |
| iShares Russell 2000 Small Cap Index Fund | — | — | — | $275K | 2.0% | |
| Participant loans | — | — | — | $266K | 2.0% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $256K | 1.9% | |
| Fidelity Freedom Index 2040 Fund - Investor Class | — | — | — | $206K | 1.5% | |
| Fidelity Freedom Index 2060 Fund - Investor Class | — | — | — | $177K | 1.3% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $170K | 1.3% | |
| Fidelity Freedom Index 2065 Fund - Investor Class | — | — | — | $154K | 1.1% | |
| GS STABLE VALUE SEL1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $102K | 0.8% | |
| Fidelity Real Estate Index Fund | — | — | — | $53K | 0.4% | |
| Fidelity Freedom Index 2055 Fund - Investor Class | — | — | — | $36K | 0.3% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $35K | 0.3% | |
| JPMorgan Corporate Bond Fund Class R6 | — | — | — | $29K | 0.2% | |
| Fidelity Freedom Index 2020 Fund - Investor Class | — | — | — | $24K | 0.2% | |
| Fidelity Intermediate Treasury Bond Index Fund | — | — | — | $15K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $15K | 0.1% | |
| Fidelity Short-Term Treasury Bond Index Fund | — | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2070 Fund - Investor Class | — | — | — | $1K | <0.1% | |
| Fidelity Government Money Market Fund K6 | — | — | — | $183 | <0.1% |