How big is Jobcase, Inc.'s plan?

Jobcase, Inc.'s plan reported $16.0M in assets and 101 participants for 2024.

Original filing (PDF)20251014091129NAL0001155571001

Jobcase, Inc.

Name: Jobcase, Inc. — Jobcase, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Jobcase, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jobcase, Inc. 401(k) Plan

401(k) retirement plan · Jobcase, Inc.'s Jobcase, Inc. 401(k) Plan held $16.0M in plan assets for 101 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

101

Accounts w/ balance

222

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

People on this filing

Brian Waters signed Jobcase, Inc.'s 2024 Form 5500 as plan administrator.

Brian Waters — 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

Jobcase, Inc.'s EIN is 47-2666845.

EIN 47-2666845

Plan number 001

Plan year 2024

ACK ID 20251014091129NAL0001155571001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1595K (88% of contributions).
Bottom-decile employer contributions per participant (4th percentile).

Helping the score

Below-peer total plan cost (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

JOBCASE, INC.

EIN

all filings

Address

201 BROADWAY #7 · CAMBRIDGE, MA · 02139

Phone

(857) 253-2052

Industry

Professional & Technical Services

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

2025-10-14

Pension benefit codes

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES, LLC	04-3532603	—	PLAN ADMINISTRATOR	$2K	—

Investments

27 direct securities· $15.9M(99% of reported assets)

Mutual Funds

$8.2M

12 holdings

Common Collective Trusts

$6.3M

10 holdings

Self-Directed Brokerage

$1.0M

1 holding

Other securities

$278K

2 holdings

U.S. Treasuries

$149K

2 holdings

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.8M	23.6%
Fidelity Freedom 2055 Fund - Class K Mutual Fund	Mutual Funds	—	—	$2.2M	13.6%
Fidelity Freedom 2050 Fund - Class K Mutual Fund	Mutual Funds	—	—	$1.5M	9.5%
Fidelity Freedom 2060 Fund - Class K Mutual Fund	Mutual Funds	—	—	$1.3M	8.2%
Fidelity Freedom 2045 Fund - Class K Mutual Fund	Mutual Funds	—	—	$1.2M	7.3%
Personal Brokerage Accounts Self-Directed Brokerage	Self-Directed Brokerage	—	—	$1.0M	6.3%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$779K	4.9%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$531K	3.3%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$440K	2.7%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$397K	2.5%
Fidelity Freedom 2035 Fund - Class K Mutual Fund	Mutual Funds	—	—	$389K	2.4%
Fidelity Freedom 2040 Fund - Class K Mutual Fund	Mutual Funds	—	—	$368K	2.3%
Fidelity Freedom 2065 Fund - Class K Mutual Fund	Mutual Funds	—	—	$317K	2.0%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$312K	1.9%
Fidelity Freedom Income K Mutual Fund 279 * Fidelity Freedom 2025 Fund - Class K Mutual Fund	Mutual Funds	—	—	$177K	1.1%
BlackRock High Yield Bond Investor A Mutual Fund	Other securities	—	—	$170K	1.1%
Fidelity Long-Term Treasury Bond Index Fund Mutual Fund	U.S. Treasuries	—	—	$143K	0.9%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$137K	0.9%
Fidelity Freedom 2030 Fund - Class K Mutual Fund	Mutual Funds	—	—	$129K	0.8%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$125K	0.8%
Fidelity Select Utilities Portfolio Mutual Fund	Mutual Funds	—	—	$117K	0.7%
BlackRock Commodity Strategies Fund Mutual Fund	Other securities	—	—	$108K	0.7%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$97K	0.6%
Fidelity Large Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$88K	0.5%
Fidelity Government Cash Reserves Mutual Fund	Mutual Funds	—	—	$79K	0.5%
Fidelity Global Ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$47K	0.3%
Fidelity Short-Term Treasury Bond Index Fund Mutual Fund	U.S. Treasuries	—	—	$7K	<0.1%