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Original filing (PDF)20260127133214NAL0002360785001
JRC MECHANICAL, LLC
Form 5500
FILING_RECEIVED
JRC MECHANICAL, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.4 moNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
152
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
90
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.4 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JRC MECHANICAL, LLC.
Plan sponsor
Name
JRC MECHANICAL, LLC
EIN
47-5288363
Address
417 NETWORK STATION · SUITE 101 · CHESAPEAKE, VA · 23320
Phone
(757) 424-4785
Industry
Constructionsee 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
2026-01-27
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
34 direct securities· $2.8M(99% of reported assets)
Uncategorized
$2.8M
33 holdings
Pooled Separate Accounts
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date-R5E | — | — | — | $366K | 12.8% | |
| American Funds American Funds 2055 Target Date-R5E | — | — | — | $350K | 12.2% | |
| American Funds American Funds 2045 Target Date-R5E | — | — | — | $344K | 12.0% | |
| American Funds American Funds 2025 Target Date-R5E | — | — | — | $338K | 11.8% | |
| American Funds Growth Fund of America R- 5E | — | — | — | $279K | 9.8% | |
| American Funds American Funds 2030 Target Date-R5E | — | — | — | $196K | 6.8% | |
| American Funds American Funds 2060 Target Date-R5E | — | — | — | $165K | 5.8% | |
| American Funds Investment Company Of America-R5E | — | — | — | $138K | 4.8% | |
| American Funds American Funds 2040 Target Date-R5E | — | — | — | $123K | 4.3% | |
| American Funds American Funds 2050 Target Date-R5E | — | — | — | $85K | 3.0% | |
| Nationwide Multi-Fiex Variable Account NVIT AQR Large Cap Defensive Style Fund ** 449 * Nationwide Multi-Fiex Variable Account NVIT BNY Mellon Stock Index Fund Initial Shares | — | — | — | $47K | 1.6% | |
| Nationwide Multi-Fiex Variable Account NW NVIT BNY Mellon Dynamic US Core Fund | — | — | — | $44K | 1.5% | |
| Nationwide Multi-Fiex Variable Account NVIT Columbia Overseas Value Fund ** 876 * Nationwide Multi-Fiex Variable Account NVIT Fidelity VIP Growth Fund | — | — | — | $35K | 1.2% | |
| American Funds American Funds 2065 Target Date-R5E | — | — | — | $32K | 1.1% | |
| American Funds U.S. Government Securities Fund - R5E ** 233 * American Funds Washington Mutual Investors Fund - R5E | — | — | — | $29K | 1.0% | |
| Nationwide Multi-Fiex Variable Account NVIT Franklin Income VIP II Fund ** 679 * Nationwide Multi-Fiex Variable Account NVIT Invesco Oppenheimer Global Fund | — | — | — | $29K | 1.0% | |
| American Funds American Funds 2020 Target Date-R5E | — | — | — | $29K | 1.0% | |
| Charles Schwab Charles Schwab Money Market | — | — | — | $27K | 0.9% | |
| American Funds Capital Income Builder - R5E | — | — | — | $23K | 0.8% | |
| American Funds AF U.S. Government Money Market-R5E | — | — | — | $21K | 0.7% | |
| Nationwide Multi-Fiex Variable Account NVIT Janus Henderson VIT Overseas Service ** 966 * Nationwide Multi-Fiex Variable Account NVIT Managed American Funds Growth Income Fund ** 415 * Nationwide Multi-Fiex Variable Account NVIT Multi-Manager Small Company Fund | — | — | — | $19K | 0.6% | |
| American Funds New World Fund R5E | — | — | — | $18K | 0.6% | |
| American Funds International Growth and Income Fund-R5E | — | — | — | $18K | 0.6% | |
| American Funds Capital World Bond Fund - R5E | — | — | — | $12K | 0.4% | |
| American Funds New Perspective Fund-R5E | — | — | — | $11K | 0.4% | |
| Nationwide Multi-Fiex Variable Account NVIT American Funds Growth Fund II | — | — | — | $10K | 0.4% | |
| Notes Receivable from Participants Notes receivable from participants, bearing interest at * 5.50% and maturing through May 2026. | — | — | — | $10K | 0.3% | |
| American Funds Bond Fund of America - R5E | — | — | — | $8K | 0.3% | |
| American Funds EuroPacific Growth Fund-R5E | — | — | — | $7K | 0.2% | |
| American Funds Smallcap World Fund-R5E | — | — | — | $5K | 0.2% | |
| Nationwide Multi-Fiex Variable Account NVIT American Funds Growth-Income Fund II | — | — | — | $3K | <0.1% | |
| s * Nationwide Multi-Fiex Variable Account NVIT American Funds Asset Allocation Fund | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Nationwide Multi-Fiex Variable Account NVIT Neuberger AMT Short Duration Bond ** 375 * Nationwide Multi-Fiex Variable Account NW NVIT BNY Mellon Core Plus Bond Fund | — | — | — | $1K | <0.1% | |
| Nationwide Multi-Fiex Variable Account NVIT Franklin Small-Vap Value Fund | — | — | — | $1K | <0.1% |
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