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Original filing (PDF)20250926142423NAL0008649089001
JWD CONSTRUCTION SERVICES
Form 5500
FILING_RECEIVED
RSC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
124
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JWD CONSTRUCTION SERVICES.
Plan sponsor
Name
JWD CONSTRUCTION SERVICES
EIN
34-1390381
Address
14376 N. CHESHIRE ST. · BURTON, OH · 44021
Phone
(440) 834-1988
Industry
Constructionsee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
STEFANEK REGALBUTO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON FINANCIAL GROUP, INC. | 20-8960107 | — | SERVICE PROVIDER | $0 | — |
Investments
30 direct securities · 1 pooled fund· $8.4M(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
$4.3M
30 holdings
Pooled Separate Account
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT - SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $4.1M | 94.9% | |
| Vanguard Target Retire 2045 Fund Mutual Fund | — | — | — | $816K | 18.9% | |
| Vanguard Target Retire 2030 Fund Mutual Fund | — | — | — | $747K | 17.3% | |
| Vanguard Target Retire 2055 Fund Mutual Fund | — | — | — | $642K | 14.9% | |
| Vanguard Target Retire 2025 Fund Mutual Fund | — | — | — | $442K | 10.2% | |
| Vanguard Target Retire 2040 Fund Mutual Fund | — | — | — | $359K | 8.3% | |
| Vanguard Target Retire 2050 Fund Mutual Fund | — | — | — | $338K | 7.8% | |
| Vanguard Target Retire 2020 Fund Mutual Fund | — | — | — | $199K | 4.6% | |
| Vanguard Target Retire 2035 Fund Mutual Fund | — | — | — | $156K | 3.6% | |
| Vanguard Target Retire 2060 Fund Mutual Fund | — | — | — | $123K | 2.8% | |
| through January 2030 | — | — | — | $120K | 2.8% | |
| Voya Fixed Account Mutual Fund | — | — | — | $101K | 2.3% | |
| JPMorgan U.S. Equity Fund Mutual Fund | — | — | — | $40K | 0.9% | |
| Vanguard Target Retire 2065 Fund Mutual Fund | — | — | — | $34K | 0.8% | |
| Vanguard Info Tech Index Fund Mutual Fund | — | — | — | $32K | 0.7% | |
| DFA Inflation-Protected Securities Port Fund Mutual Fund | — | — | — | $31K | 0.7% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $25K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund 58 * Carillon Eagle Small Cap Growth R6 Mutual Fund | — | — | — | $19K | 0.4% | |
| DFA U.S. Large-Cap Value Fund Mutual Fund | — | — | — | $17K | 0.4% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $15K | 0.3% | |
| Participant directed investments * American Funds EuroPacific Fund Mutual Fund | — | — | — | $12K | 0.3% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $12K | 0.3% | |
| American Funds Am Balanced Fund Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $9K | 0.2% | |
| MFS Value Fund Mutual Fund | — | — | — | $6K | 0.1% | |
| Voya Government Money Market Fund A Mutual Fund | — | — | — | $5K | 0.1% | |
| DFA Real Estate Securities Portfolio Mutual Fund | — | — | — | $4K | <0.1% | |
| American Century Mid-Cap Value Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| MFS Mid Cap Growth Mutual Fund | — | — | — | $2K | <0.1% | |
| Prudential Total Return Bond Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Target Retire Income Fund Mutual Fund | — | — | — | $1K | <0.1% |
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