Back to filter
Original filing (PDF)20251007101832NAL0002375411001
JEDSON ENGINEERING, INC.
Form 5500
FILING_RECEIVED
JEDSON ENGINEERING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
327
Accounts w/ balance
51
Plan assets (EOY)
$38.9M
Net assets (EOY)
$38.9M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 16% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEDSON ENGINEERING, INC..
Plan sponsor
Name
JEDSON ENGINEERING, INC.
EIN
31-1745802
Address
ONE CENTENNIAL PLAZA · 705 CENTRAL AVE · CINCINNATI, OH · 45202
Phone
(513) 965-5999
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-07
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $34K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | RETAINED BY EMPLOYER | $20K | — |
Investments
34 direct securities· $38.9M(100% of reported assets)
Uncategorized
$38.5M
33 holdings
Mutual Funds
$329K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index 31,152 shares | — | — | $31K | $6.4M | 16.4% | |
| Fidelity Contrafund 136,843 shares | — | — | $137K | $4.3M | 10.9% | |
| American Funds 2050 Target Date 104,148 shares | — | — | $104K | $2.2M | 5.6% | |
| American Funds 2055 Target Date 81,768 shares | — | — | $82K | $2.2M | 5.6% | |
| JP Morgan Equity Income 78,147 shares | — | — | $78K | $1.9M | 4.8% | |
| American Funds 2035 Target Date 86,315 shares | — | — | $86K | $1.6M | 4.2% | |
| American Funds 2045 Target Date 74,173 shares | — | — | $74K | $1.6M | 4.0% | |
| American Funds 2040 Target Date 71,065 shares | — | — | $71K | $1.5M | 3.8% | |
| American Funds 2060 Target Date 80,952 shares | — | — | $81K | $1.5M | 3.7% | |
| American Funds 2015 Target Date 106,074 shares | — | — | $106K | $1.3M | 3.3% | |
| American Funds 2030 Target Date 72,174 shares | — | — | $72K | $1.2M | 3.2% | |
| Clearbridge International Growth 17,264 shares | — | — | $17K | $1.1M | 2.9% | |
| Baird Core Plus 108,427 shares | — | — | $108K | $1.1M | 2.8% | |
| American Funds 2025 Target Date 70,368 shares | — | — | $70K | $1.1M | 2.8% | |
| Fidelity Extended Market Index 10,069 shares | — | — | $10K | $915K | 2.4% | |
| Janus Henderson Enterprise 5,454 shares | — | — | $5K | $785K | 2.0% | |
| Money Market Funds JP Morgan Money Market Fund 181 shares 181 Vanguard Money Market Fund 772,423 shares | — | — | $772K | $772K | 2.0% | |
| Parnassus Core Equity Institutional 12,328 shares | — | — | $12K | $737K | 1.9% | |
| Fidelity Low Priced Fund 49,085 shares | — | — | $49K | $718K | 1.8% | |
| Fidelity International Index 14,206 shares | — | — | $14K | $675K | 1.7% | |
| Artisan International Value Investor 14,172 shares | — | — | $14K | $665K | 1.7% | |
| Goldman Sachs Small/ Mid Cap Growth 23,460 shares | — | — | $23K | $578K | 1.5% | |
| Fidelity Capital & Income Fund 51,118 shares | — | — | $51K | $519K | 1.3% | |
| John Hancock Disciplined Value Mid Cap 16,988 shares | — | — | $17K | $458K | 1.2% | |
| Columbia Small Cap Index Instl 2 19,118 shares | — | — | $19K | $455K | 1.2% | |
| Prudential Jennison Health Sciences 10,323 shares | — | — | $10K | $449K | 1.2% | |
| American Funds 2065 Target Date 25,054 shares | — | — | $25K | $438K | 1.1% | |
| American Funds 2020 Target Date 32,375 shares | — | — | $32K | $436K | 1.1% | |
| American Funds 2010 Target Date 28,310 shares | Mutual Funds | — | $28K | $329K | 0.8% | |
| Participant Loans Notes receivable with interest rates of 4.25% to 9.50%, due through 2029 | — | — | — | $273K | 0.7% | |
| Fidelity US Bond Index 25,364 shares | — | — | $25K | $259K | 0.7% | |
| DFA Emerging Markets Core Equity I 10,692 shares | — | — | $11K | $249K | 0.6% | |
| Principal Real Estate Securities 8,571 shares | — | — | $9K | $241K | 0.6% | |
| Franklin Small Cap Value Fund 2,292 shares | — | — | $2K | $138K | 0.4% |