Back to filter
Original filing (PDF)20250917131615NAL0000537793001
JM LONGYEAR, LLC
Form 5500
FILING_RECEIVED
LONGYEAR 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
231
Accounts w/ balance
214
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JM LONGYEAR, LLC.
Plan sponsor
Name
JM LONGYEAR, LLC
EIN
38-3306338
Address
210 N. FRONT STREET FL 1 · MARQUETTE, MI · 49855
Phone
(906) 228-7960
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-09-17
Pension benefit codes
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ANDREWS HOOPER PAVLIK PLC
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 | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KERBER ROSE WEALTH MANAGEMENT | 30-0793896 | — | ADVISOR | $18K | — |
Investments
44 direct securities · 1 pooled fund· $12.0M(99% 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
$11.8M
44 holdings
Common Collective Trust
$190K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds American Balanced Fund N/A | — | — | — | $1.6M | 13.3% | |
| Fidelity Freedom Index 2045 IPR N/A | — | — | — | $1.4M | 11.2% | |
| Fidelity 500 Index Fund N/A | — | — | — | $1.3M | 10.7% | |
| JP Morgan JP Morgan Large Cap Growth Fund N/A | — | — | — | $702K | 5.8% | |
| Fidelity Freedom Index 2055 IPR N/A | — | — | — | $611K | 5.0% | |
| Fidelity Freedom Index 2035 IPR N/A | — | — | — | $602K | 5.0% | |
| Fidelity Freedom Index 2060 IPR N/A | — | — | — | $597K | 4.9% | |
| Fidelity Freedom Index 2050 IPR N/A | — | — | — | $502K | 4.1% | |
| Fidelity Freedom Index 2030 IPR N/A | — | — | — | $433K | 3.6% | |
| Fidelity Freedom Index 2040 IPR N/A | — | — | — | $416K | 3.4% | |
| JP Morgan JP Morgan U.S. Equity Fund N/A | — | — | — | $362K | 3.0% | |
| Fidelity Large Cap Growth Index Fund N/A | — | — | — | $293K | 2.4% | |
| Fidelity Small Cap Value Fund N/A | — | — | — | $269K | 2.2% | |
| Fidelity Puritan Fund N/A | — | — | — | $245K | 2.0% | |
| JP Morgan JP Morgan Small Cap Growth Index Fund N/A | — | — | — | $232K | 1.9% | |
| Fidelity Small Cap Index Fund N/A | — | — | — | $223K | 1.8% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $190K | 1.6% | |
| Notes Receivable from Participants * Participant loans Interest rates ranging from 4.25% - 9.50% -0- | — | — | — | $187K | 1.5% | |
| JP Morgan JP Morgan Equity Income Fund N/A | — | — | — | $186K | 1.5% | |
| Fidelity Freedom Index 2020 IPR N/A | — | — | — | $162K | 1.3% | |
| Fidelity Freedom Index 2025 IPR N/A | — | — | — | $157K | 1.3% | |
| iShares Russell Small/Mid-Cap Index Fund N/A | — | — | — | $144K | 1.2% | |
| Fidelity Asset Manager 40% Fund N/A | — | — | — | $142K | 1.2% | |
| iShares Russell Mid-Cap Index Fund N/A | — | — | — | $137K | 1.1% | |
| BlackRock Health Sciences Opportunities Portfolio Fund N/A | — | — | — | $112K | 0.9% | |
| PGIM Mid Cap Growth Fund N/A | — | — | — | $104K | 0.9% | |
| Fidelity Balanced Fund N/A | — | — | — | $102K | 0.8% | |
| American Funds American Funds New World Fund N/A | — | — | — | $95K | 0.8% | |
| PGIM High Yield Fund N/A | — | — | — | $76K | 0.6% | |
| DFA Real Estate Securities Portfolio Fund N/A | — | — | — | $66K | 0.5% | |
| Fidelity Self directed brokerage accounts N/A | — | — | — | $66K | 0.5% | |
| Vanguard International Growth Fund N/A | — | — | — | $57K | 0.5% | |
| Fidelity Freedom Index 2070 IPR N/A 151 Franklin Utilities Fund N/A | — | — | — | $44K | 0.4% | |
| Fidelity Large Cap Value Index Fund N/A | — | — | — | $43K | 0.4% | |
| PIMCO Diversified Income Fund N/A | — | — | — | $37K | 0.3% | |
| Fidelity Freedom Index Fund N/A | — | — | — | $28K | 0.2% | |
| Vanguard Mid Cap Value Index Fund N/A | — | — | — | $28K | 0.2% | |
| PGIM Total Return Bond Fund N/A | — | — | — | $26K | 0.2% | |
| Standard Insurance Company Stable Asset Fund II N/A | — | — | — | $24K | 0.2% | |
| Fidelity Freedom Index 2065 IPR N/A | — | — | — | $23K | 0.2% | |
| Metropolitan West Total Return Bond Fund I N/A | — | — | — | $12K | 0.1% | |
| Fidelity Government Money Market N/A | — | — | — | $4K | <0.1% | |
| PGIM Global Total Return Fund N/A | — | — | — | $3K | <0.1% | |
| American Century American Century Mid Cap Value Index Fund N/A | — | — | — | $3K | <0.1% | |
| Fidelity Total Market Index N/A | — | — | — | $2K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Agriculture, Forestry, Fishing, Hunting plans
PACIFIC RIM LOG SCALING BUREAU, INC
PACIFIC RIM LOG SCALING BUREAU, INC. 401(K) EMPLOYEES' SAVINGS PLAN
$12.9M · 42 participants
MOUNTAIN F. ENTERPRISES, INC.
MOUNTAIN F. ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$13.5M · 323 participants
WILLIAM T. GARDNER, INC.
WILLIAM T. GARDNER, INC. PROFIT SHARING PLAN
$13.7M · 108 participants
CLT LOGGING, INC.
CLT LOGGING 401K PROFIT SHARING PLAN
$8.6M · 40 participants
CROMAN CORPORATION
CROMAN CORPORATION 401(K) PROFIT-SHARING PLAN
$8.5M · 85 participants
NDC TIMBER, INC.
NDC TIMBER, INC. 401(K) PROFIT SHARING PLAN
$8.0M · 13 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants