Original filing (PDF)20251014091129NAL0001155571001

JOBCASE, INC.

Name: JOBCASE, INC. — JOBCASE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: JOBCASE, INC.

Form 5500

FILING_RECEIVED

JOBCASE, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

101

Accounts w/ balance

222

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

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 (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

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (1 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOBCASE, INC..

Plan sponsor

Name

JOBCASE, INC.

EIN

47-2666845

Address

201 BROADWAY #7 · CAMBRIDGE, MA · 02139

Phone

(857) 253-2052

Industry

Professional & Technical Servicessee 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

2025-10-14

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)

2A · Age/service weighted or new comparability

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

CHERRY BEKAERT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

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)

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