How big is JAC Products, Inc.'s plan?

JAC Products, Inc.'s plan reported $53.5M in assets and 1,048 participants for 2024.

Original filing (PDF)20250915162003NAL0001592560001

JAC Products, Inc.

Name: JAC Products, Inc. — JAC Products, Inc. 401(k), Form 5500 (2024)
Creator: JAC Products, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JAC Products, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · JAC Products, Inc.'s JAC Products, Inc. 401(k) Retirement Savings Plan held $53.5M in plan assets for 1,048 participants in 2024, with Empower as recordkeeper.

Active participants

1,048

Accounts w/ balance

1,350

Plan assets (EOY)

$53.5M

Net assets (EOY)

$53.5M

People on this filing

Jodee Szozda signed JAC Products, Inc.'s 2024 Form 5500 as plan administrator.

Jodee Szozda — 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

JAC Products, Inc.'s EIN is 38-1888757.

EIN 38-1888757

Plan number 003

Plan year 2024

ACK ID 20250915162003NAL0001592560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JAC Products, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JAC Products, Inc.'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 JAC PRODUCTS, INC..

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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 (13th percentile).

Plan sponsor

Name

JAC PRODUCTS, INC.

EIN

all filings

Address

225 SOUTH INDUSTRIAL DRIVE · SALINE, MI · 48176

Phone

(734) 944-9749

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$211K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$18K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

35 direct securities· $53.5M(100% of reported assets)

Mutual Funds

$34.9M

25 holdings

Common Collective Trusts

$10.7M

3 holdings

Other securities

$5.6M

5 holdings

Participant loans

$1.2M

1 holding

Common Stocks

$1.1M

1 holding

					% of plan
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$7.6M	14.2%
iShares S&P 500 Index K Mutual Fund	Common Collective Trusts	—	—	$6.6M	12.4%
Vanguard Interm-Term Bond Index Adm Mutual Fund	Mutual Funds	—	—	$4.9M	9.2%
Nuveen Large-Cap Growth Index R6 Mutual Fund	Mutual Funds	—	—	$3.6M	6.8%
Nuveen Lifecycle Index 2035 R6 Mutual Fund	Mutual Funds	—	—	$3.2M	5.9%
iShares Russell 2000 Small-Cap Index K Mutual Fund	Common Collective Trusts	—	—	$2.3M	4.4%
Nuveen Large-Cap Value Index 6 Mutual Fund	Mutual Funds	—	—	$2.3M	4.3%
iShares MSCI Total International Index K Mutual Fund	Other securities	—	—	$2.2M	4.0%
Vanguard Information Technology Idx Adm Mutual Fund	Common Collective Trusts	—	—	$1.8M	3.3%
iShares Russell Mid-Cap Index K Mutual Fund	Other securities	—	—	$1.7M	3.2%
Vanguard Mid-Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$1.5M	2.8%
Nuveen Lifecycle Index 2040 R6 Mutual Fund	Mutual Funds	—	—	$1.5M	2.8%
Nuveen Lifecycle Index 2030 R6 Mutual Fund	Mutual Funds	—	—	$1.4M	2.6%
Participant loans Notes receivable from participants	Participant loans	—	—	$1.2M	2.3%
Nuveen Lifecycle Index 2060 R6 Mutual Fund	Mutual Funds	—	—	$1.1M	2.1%
Key Guaranteed Portfolio Fund Group Annuity Contract	Common Stocks	—	—	$1.1M	2.1%
Nuveen Lifecycle Index 2045 R6 Mutual Fund	Mutual Funds	—	—	$1.1M	2.0%
Nuveen Lifecycle Index 2050 R6 Mutual Fund	Mutual Funds	—	—	$1.1M	2.0%
American Century Stat Allc: AGRSV R6 Mutual Fund	Other securities	—	—	$922K	1.7%
Nuveen Lifecycle Index 2025 R6 Mutual Fund	Mutual Funds	—	—	$885K	1.7%
Vanguard Small Cap-Growth Index Mutual Fund	Mutual Funds	—	—	$771K	1.4%
Vanguard Mid-Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$621K	1.2%
Nuveen Lifecycle Index 2055 R6 Mutual Fund	Mutual Funds	—	—	$584K	1.1%
American Century Stat Allc: MOD R6 Mutual Fund	Other securities	—	—	$495K	0.9%
Nuveen Lifecycle Index Ret Inc R6 Mutual Fund	Mutual Funds	—	—	$449K	0.8%
Vanguard High-Yield Corporate Adm Mutual Fund	Mutual Funds	—	—	$444K	0.8%
DFA Inflation-Protected Securities I Mutual Fund	Mutual Funds	—	—	$436K	0.8%
Vanguard Small Cap Value Index Mutual Fund	Mutual Funds	—	—	$341K	0.6%
Vanguard Utilities Index Adm Mutual Fund	Mutual Funds	—	—	$300K	0.6%
DFA Real Estate Securities I Mutual Fund	Mutual Funds	—	—	$292K	0.5%
Vanguard Interm-Term Treasury Adm Mutual Fund	Mutual Funds	—	—	$268K	0.5%
American Century Stat Allc: CNSRV R6 Mutual Fund	Other securities	—	—	$251K	0.5%
Nuveen Lifecycle Index 2020 R6 Mutual Fund	Mutual Funds	—	—	$122K	0.2%
Nuveen Lifecycle Index 2015 R6 Mutual Fund	Mutual Funds	—	—	$57K	0.1%
Nuveen Lifecycle Index 2010 R6 Mutual Fund	Mutual Funds	—	—	$20K	<0.1%