Back to filter
Original filing (PDF)20250923131055NAL0009248818001
JARP INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
JARP EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
158
Accounts w/ balance
208
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
7 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JARP INDUSTRIES, INC..
Plan sponsor
Name
JARP INDUSTRIES, INC.
EIN
39-0833575
Address
PO BOX 258 · SCHOFIELD, WI · 544760258
Phone
(715) 359-4241
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $68K | — |
Investments
20 direct securities · 7 pooled funds· $21.5M(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.
Common Collective Trust
$10.9M
7 holdings
Uncategorized
$10.6M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.7M | 22.1% | |
| Vanguard Group Vanguard Index TR 500 Admiral SHS | — | — | — | $2.8M | 13.0% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.7% | |
| ASSOC GROWTH BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $1.8M | 8.3% | |
| American Funds Am Fds Growth Fd of America Cl R6 | — | — | — | $1.3M | 6.2% | |
| Vanguard Group Vanguard Mid Cap Index ADM | — | — | — | $1.0M | 4.9% | |
| ASSOC CONSERV GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.7% | |
| Dodge & Cox Funds Dodge & Cox Stock Fd | — | — | — | $956K | 4.5% | |
| ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $790K | 3.7% | |
| Vanguard Group Vanguard Small Cap Index ADM | — | — | — | $746K | 3.5% | |
| Dodge & Cox Funds Dodge & Cox Fds Intl Stock Fd | — | — | — | $718K | 3.3% | |
| Virtus Funds Virtus Ceredex Mid Cap Value Equity Fund R6 | — | — | — | $537K | 2.5% | |
| Wasatch Funds Wasatch Small Cap Growth Fd | — | — | — | $518K | 2.4% | |
| Royce Funds Royce Small Cap Fund Inst | — | — | — | $398K | 1.9% | |
| Vanguard Group Vanguard Total Bond Market Index ADM | — | — | — | $354K | 1.6% | |
| Goldman Sachs Goldman Sachs Mid Cap Growth FD R6 | — | — | — | $337K | 1.6% | |
| Vanguard Group Vanguard Target Retirement 2060 ** 504 Vanguard Group Vanguard Target Retirement 2065 ** 444 Vanguard Group Vanguard Target Retirement 2035 ** 244 * Participant Loans Notes receivable - 5.25% to 10.50% $0 | — | — | — | $309K | 1.4% | |
| American Funds Am Fds Europacific Growth Fd Cl R6 | — | — | — | $275K | 1.3% | |
| American Funds Am Fds New World Fund R6 | — | — | — | $226K | 1.1% | |
| Associated Trust Company, N.A. Conservative Balanced Lifestage Fund | — | — | — | $50K | 0.2% | |
| ASSOC CONSERV BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $50K | 0.2% | |
| Templeton Global Bond R6 | — | — | — | $21K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2055 | — | — | — | $5K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2030 | — | — | — | $5K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2070 | — | — | — | $2K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2050 | — | — | — | $2K | <0.1% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Related plans
Other plans using ASSOCIATED TRUST COMPANY, N.A.
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND
$1.8B · 7,316 participants
ASSOCIATED BANC-CORP
ASSOCIATED BANC-CORP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN
$866.1M · 4,037 participants
BELLIN HEALTH SYSTEMS, INC.
BELLIN HEALTH 401(K) RETIREMENT PLAN
$756.7M · 5,313 participants
ASSOCIATED BANC-CORP
ASSOCIATED BANC-CORP RETIREMENT ACCOUNT PLAN
$482.4M · 3,423 participants
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN
$378.0M · 11,103 participants
GREEN BAY PACKAGING, INC.
GREEN BAY PACKAGING, INC. SAVINGS AND PROTECTION PLAN
$319.9M · 1,450 participants
Similar-size Manufacturing plans
BWAY CORPORATION
MAUSER PACKAGING SOLUTIONS BARGAINING UNIT 401(K) PLAN
$21.5M · 709 participants
MOMENTUM MANUFACTURING GROUP
MOMENTUM MANUFACTURING GROUP 401(K) PLAN
$21.5M · 447 participants
WESTMONT INDUSTRIES LLC
WESTMONT GROUP EMPLOYEES' 401(K) PLAN
$21.4M · 202 participants
WHIRLWIND STEEL BUILDINGS, INC.
WHIRLWIND STEEL BUILDINGS, INC. 401(K) PLAN
$21.4M · 680 participants
HOGAN MFG., INC.
HOGAN MFG., INC. RETIREMENT PLAN
$21.7M · 202 participants
LM WIND POWER BLADES (USA) INC.
LM WIND POWER BLADES INC 401(K) RETIREMENT PLAN
$21.3M · 538 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B