Original filing (PDF)20251002050638NAL0000084081001

Jetson Specialty Marketing Servi

Name: Jetson Specialty Marketing Servi — Jetson Specialty, Form 5500 (2024)
Creator: Jetson Specialty Marketing Servi
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jetson Specialty Marketing Services Inc. 401(k) Retirement

401(k) retirement plan · Jetson Specialty Marketing Servi's Jetson Specialty Marketing Services Inc. 401(k) Retirement held $8.9M in plan assets for 349 participants in 2024, with ADP as recordkeeper.

Signals · 2

Late participant contributions~201 bps in Sched C fees

Active participants

349

Accounts w/ balance

481

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

How this plan invests

This plan

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 32K (2% of contributions).
Total administrative cost in the bottom quartile of peers (20th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JETSON SPECIALTY MARKETING SERVI.

Plan sponsor

Name

JETSON SPECIALTY MARKETING SERVI

EIN

45-2722177all filings

Address

9775 COMMERCE CIRCLE · KUTZTOWN, PA · 19530

Phone

(484) 772-4038

Industry

Manufacturing

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

2025-10-02

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)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$73K	—
ADP, INC.	13-3036745	—	RECORD KEEPER	$73K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRUIST ADVISORY SERVICES, INC.

Investments

19 direct securities· $8.3M(93% of reported assets)

					% of plan
VAN TARGET RETIRE 2030	Registered Investment Companies	—	—	$1.3M	14.2%
VANGUARD GROWTH INDEX FUND ADM	Registered Investment Companies	—	—	$1.1M	12.7%
VANGUARD 500 INDEX FUND - ADM	Registered Investment Companies	—	—	$774K	8.6%
VAN TARGET RETIRE 2035	Registered Investment Companies	—	—	$763K	8.5%
VAN TARGET RETIRE 2040	Registered Investment Companies	—	—	$645K	7.2%
VANG TOT STK MKT IDX - ADMIRAL	Registered Investment Companies	—	—	$572K	6.4%
VANGUARD VALUE INDEX FUND ADMR	Registered Investment Companies	—	—	$535K	6.0%
VAN TARGET RETIRE 2050	Registered Investment Companies	—	—	$520K	5.8%
VAN TARGET RETIRE 2055	Registered Investment Companies	—	—	$425K	4.8%
VAN TARGET RETIRE 2045	Registered Investment Companies	—	—	$390K	4.4%
VAN TARG RETIRE 2060	Registered Investment Companies	—	—	$277K	3.1%
VANGUARD BAL IDX - ADM	Registered Investment Companies	—	—	$226K	2.5%
VAN TARGET RETIRE INC	Registered Investment Companies	—	—	$183K	2.0%
VAN TARG RETIRE 2065	Registered Investment Companies	—	—	$138K	1.5%
VANGUARD TREASURY MONEY MARKET	Registered Investment Companies	—	—	$134K	1.5%
VAN TARGET RETIRE 2020	Registered Investment Companies	—	—	$132K	1.5%
VANGUARD EMG MKTS STK IDX ADM	Registered Investment Companies	—	—	$104K	1.2%
VANGUARD TOT INTL STK IND ADM	Registered Investment Companies	—	—	$56K	0.6%
VANGUARD TOT BND MKT IND- ADM	Registered Investment Companies	—	—	$41K	0.5%