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Original filing (PDF)20250925133642NAL0019551794001
JACKS MAINTENANCE SERVICE INC.
Form 5500
FILING_RECEIVED
JACKS MAINTENANCE SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 3
81% in single holding~93 bps in Sched C feesNo recordkeeper disclosed
Active participants
240
Accounts w/ balance
103
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "[DFE: ASSOCIATED BALANCED LIFESTAGE FUND (extraction pending)]" is 81% of plan.
- 93 bps in Schedule C fees — 79% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKS MAINTENANCE SERVICE INC..
Plan sponsor
Name
JACKS MAINTENANCE SERVICE INC.
EIN
39-1132894
Address
PO BOX 664 · NEENAH, WI · 54957
Phone
(920) 722-5136
Industry
Admin Support & Waste Mgmtsee all
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN 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 | $29K | — |
Investments
5 pooled funds· $1.3M(43% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $1.1M | 34.8% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $153K | 4.9% | |
| ASSOC MONEY MARKET COLLECTIVE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $34K | 1.1% | |
| ASSOCIATED GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $31K | 1.0% | |
| ASSOC GROWTH BALANCED LIFESTAGE FD ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $29K | 0.9% |
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