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Original filing (PDF)20251015235423NAL0003091091001
JACKO LOGISTICS LLC
Form 5500
FILING_RECEIVED
JACKO LOGISTICS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
169
Accounts w/ balance
313
Plan assets (EOY)
$612K
Net assets (EOY)
$612K
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (68 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKO LOGISTICS LLC.
Plan sponsor
Name
JACKO LOGISTICS LLC
EIN
47-3140927
Address
P O BOX 871627 · VANCOUVER, WA · 98687
Phone
(360) 980-7478
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
2025-10-16
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)
Audit & trust (Schedule H)
Auditor
CLARK RAYMOND AND COMPANY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Investments
16 direct securities · 1 pooled fund· $602K(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$600K
16 holdings
Common Collective Trust
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES US AGGREGATE BD IDX K 394 REGISTERED INVESTMENT COMPANY JANUS HENDERSON TRITON FUND N 733 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $95K | 15.5% | |
| T. ROWE PRICE DIVIDEND GR I 483 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $91K | 14.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $83K | 13.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $82K | 13.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $70K | 11.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $57K | 9.3% | |
| PGIM HIGH YIELD FUND R6 407 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS WAMU - R6 413 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $44K | 7.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $23K | 3.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $18K | 2.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $11K | 1.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $8K | 1.3% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $6K | 1.0% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $5K | 0.9% | |
| AMF INFL LINKED BOND R6 395 REGISTERED INVESTMENT COMPANY AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $3K | 0.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $3K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $2K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2K | 0.3% |
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