Original filing (PDF)20250930154316NAL0012484465001

J & O TRUCKING, INC.

Name: J & O TRUCKING, INC. — J & O TRUCKING INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: J & O TRUCKING, INC.

Form 5500-SF

FILING_RECEIVED

J & O TRUCKING INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J & O TRUCKING, INC..

Plan sponsor

Name

J & O TRUCKING, INC.

EIN

39-1276864

Address

S83W19021 SATURN DRIVE · MUSKEGO, WI · 53150

Phone

(262) 679-0734

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

PR COLLABORATIVE, LLC

PR COLLABORATIVE, LLC 401K PLAN

$323K · 5 participants

CHADDS FORD CLIMATE CONTROL IN

CHADDS FORD CLIMATE CONTROL IN 401(K) PROFIT SHARING PLAN & TRUST

$323K · 36 participants

MONROE LEARNING LLC

MONROE LEARNING LLC 401(K) PROFIT SHARING PLAN & TRUST

$323K · 41 participants

MENGYAN LEGACY LLC

MENGYAN LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST

$323K · 2 participants

NHCAA APOTHECARY

NHCAA APOTHECARY 401(K) PROFIT SHARING PLAN & TRUST