How big is JES Tech's plan?

JES Tech's plan reported $12.6M in assets and 229 participants for 2024.

Original filing (PDF)20250813153329NAL0004947747001

JES Tech

Name: JES Tech — JES Tech 401(k) Plan, Form 5500 (2024)
Creator: JES Tech
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JES Tech 401(k) Plan

401(k) retirement plan · JES Tech's JES Tech 401(k) Plan held $12.6M in plan assets for 229 participants in 2024, with Transamerica as recordkeeper.

Active participants

229

Accounts w/ balance

252

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

People on this filing

AMY Gillard signed JES Tech's 2024 Form 5500 as plan administrator.

AMY Gillard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JES Tech's EIN is 36-4465724.

EIN 36-4465724

Plan number 001

Plan year 2024

ACK ID 20250813153329NAL0004947747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JES Tech from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JES Tech's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JES TECH.

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How this plan invests

This plan

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

JES TECH

EIN

all filings

Address

16870 ROYAL CREST DR · HOUSTON, TX · 77058

Phone

(713) 640-9424

Industry

Admin Support & Waste Mgmt

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

2025-08-13

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$62K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROBERT W. BAIRD & CO., INC.	39-1236032	—	BROKER	$0	—

Investments

42 direct securities· $12.8M(100% of reported assets)

Mutual Funds

$11.0M

32 holdings

Common Collective Trusts

$1.2M

1 holding

Bonds / Notes

$256K

1 holding

Other securities

$254K

7 holdings

Stable Value

$61K

1 holding

					% of plan
American Funds 2030 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$2.1M	16.6%
American Funds 2035 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$1.9M	15.0%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$1.2M	9.7%
American Funds 2060 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$1.1M	8.6%
American Funds 2020 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$1.1M	8.6%
American Funds 2025 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$888K	7.0%
American Funds 2050 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$805K	6.4%
American Funds 2055 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$689K	5.5%
American Funds 2045 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$688K	5.4%
American Funds 2040 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$683K	5.4%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	Bonds / Notes	—	—	$256K	2.0%
American Funds 2010 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$106K	0.8%
T. Rowe Price US Large-Cap Core Mutual Fund	Other securities	—	—	$94K	0.7%
American Funds Growth Fund Mutual Fund	Mutual Funds	—	—	$94K	0.7%
American Funds American Fds Gr Fd of America R6	Mutual Funds	—	—	$94K	0.7%
American Funds 2065 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$77K	0.6%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$74K	0.6%
American Funds 2015 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$73K	0.6%
American Funds American Balanced Mutual Fund	Mutual Funds	—	—	$71K	0.6%
Transamerica Stable Value Core Option Guaranteed Investment Contract	Stable Value	—	—	$61K	0.5%
MFS International Intrinsic Value Mutual Fund	Mutual Funds	—	—	$56K	0.4%
MFS Intl Val R6	Mutual Funds	—	—	$56K	0.4%
Dodge & Cox Income I Mutual Fund	Mutual Funds	—	—	$55K	0.4%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$48K	0.4%
MFS Mid Cap Value Mutual Fund	Mutual Funds	—	—	$44K	0.4%
Vanguard Total Intl Bd Index Adm	Mutual Funds	—	—	$41K	0.3%
Vanguard Total Bond Market Indx Adm Mutual Fund	Mutual Funds	—	—	$39K	0.3%
American Centure Small Cap growth Mutual Fund	Other securities	—	—	$37K	0.3%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$31K	0.2%
Principal Real Estate Securities Mutual Fund	Other securities	—	—	$31K	0.2%
Diamond Hill Large Cap Y Mutual Fund	Other securities	—	—	$29K	0.2%
Hartford Schroders US Mutual Fund	Other securities	—	—	$29K	0.2%
American Funds New World Mutual Fund	Mutual Funds	—	—	$25K	0.2%
American Funds US Government Sec Mutual Fund	Mutual Funds	—	—	$22K	0.2%
MFS Mid Cap Gr R6	Mutual Funds	—	—	$21K	0.2%
BNY Mellon Global Real Estate Secs I Mutual Fund	Other securities	—	—	$18K	0.1%
BlackRock High Yield Bond K Mutual Fund	Other securities	—	—	$15K	0.1%
PIMCO International Bond Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
PIMCO Intl Bd (USD-Hdg) Instl	Mutual Funds	—	—	$11K	<0.1%
MFS International New Discovery Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
American Funds 2070 Trgt Date Retire Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
MidCap Op SDR Invesco Convertible Mutual Fund	Mutual Funds	—	—	$1K	<0.1%