Original filing (PDF)20250731085450NAL0012686834001

JIMBO & CO INVESTMENTS LLC

Name: JIMBO & CO INVESTMENTS LLC — JIMBO & CO TRANSPORT 401(K), Form 5500 (2024)
Creator: JIMBO & CO INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

JIMBO & CO TRANSPORT 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JIMBO & CO INVESTMENTS LLC.

Plan sponsor

Name

JIMBO & CO INVESTMENTS LLC

EIN

46-5528598

Address

12121 COUNTY ROAD 12 · MIDDLEBURY, IN · 46540

Phone

(574) 238-6572

Industry

Transportation & Warehousingsee 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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

TENNESSEE LOGISTICS INC

TENNESSEE LOGISTICS INC 401(K) PROFIT SHARING PLAN & TRUST

$82K · 10 participants

TWENTY TRANSPORTATION, INC.

TWENTY TRANSPORTATION, INC. 401(K) PLAN

$83K · 6 participants

OTM TRANSPORT, LLC

OTM TRANSPORT 401(K) PLAN

$81K · 14 participants

ARKMAN LOGISTICS, INC.

ARKMAN LOGISTICS, INC. 401(K) PROFIT SHARING PLAN

$81K · 5 participants

FANS TRANSPORTATION, INC.

FANS TRANSPORTATION, INC. RETIREMENT PLAN