How big is JAX Inc.'s plan?

JAX Inc.'s plan reported $8.9M in assets and 76 participants for 2024.

Original filing (PDF)20250720133047NAL0001021906001

JAX Inc.

Name: JAX Inc. — JAX Inc. Retirement Plan, Form 5500 (2024)
Creator: JAX Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAX Inc. Retirement Plan

401(k) retirement plan · JAX Inc.'s JAX Inc. Retirement Plan held $8.9M in plan assets for 76 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

Shirley Horner signed JAX Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

JAX Inc.'s EIN is 39-0883808.

EIN 39-0883808

Plan number 002

Plan year 2024

ACK ID 20250720133047NAL0001021906001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JAX INC.

EIN

all filings

Address

W134N5373 CAMPBELL DR · MENOMONEE FALLS, WI · 53051

Phone

(262) 781-8850

Industry

Manufacturing

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

2025-07-20

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)

Small plans don't disclose service providers

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