Back to filter
Original filing (PDF)20251014065630NAL0001071763001
JARRETT LOGISTICS SYSTEMS, INC.
Form 5500
FILING_RECEIVED
JARRETT LOGISTICS SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
264
Accounts w/ balance
270
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JARRETT LOGISTICS SYSTEMS, INC..
Plan sponsor
Name
JARRETT LOGISTICS SYSTEMS, INC.
EIN
52-2451083
Address
1347 N. MAIN STREET · ORRVILLE, OH · 44667
Phone
(330) 682-0099
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
2025-10-14
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | 74-2715820 | WACO, TX | NONE | $33K | — |
| HUMMEL GROUP, INC. | 34-1096613 | — | NONE | $15K | — |
Investments
27 direct securities· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA Global Allocation 60/40 Portfolio Institutional Class Mutual Fund N/A | — | — | — | $1.5M | 16.9% | |
| DFA Global Equity Portfolio Institutional Class Mutual Fund N/A | — | — | — | $1.3M | 14.4% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund N/A | — | — | — | $1.2M | 13.4% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $912K | 10.0% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund N/A | — | — | — | $425K | 4.7% | |
| DFA Global Allocation 25/75 Portfolio Institutional Class Mutual Fund N/A | — | — | — | $413K | 4.5% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund N/A | — | — | — | $412K | 4.5% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund N/A | — | — | — | $406K | 4.5% | |
| Vanguard Dividend Growth Fund Investor Shares Mutual Fund N/A | — | — | — | $360K | 4.0% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 Mutual Fund N/A | — | — | — | $325K | 3.6% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund N/A | — | — | — | $223K | 2.4% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund N/A | — | — | — | $219K | 2.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $203K | 2.2% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund N/A | — | — | — | $179K | 2.0% | |
| AMG Yacktman Fund Class I Mutual Fund N/A | — | — | — | $142K | 1.6% | |
| First Eagle Global Fund Class R6 Mutual Fund N/A | — | — | — | $136K | 1.5% | |
| Vanguard Short-Term Inflation-Protected Securities Fund Admiral Shares Mutual Fund N/A | — | — | — | $133K | 1.5% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund N/A | — | — | — | $123K | 1.4% | |
| Vanguard Global Minimum Volatility Fund Admiral Shares Mutual Fund N/A | — | — | — | $81K | 0.9% | |
| Vanguard Federal Money Market Fund Investor Money Market Fund N/A | — | — | — | $80K | 0.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $75K | 0.8% | |
| Royce Special Equity Fund Institutional Class Mutual Fund N/A | — | — | — | $70K | 0.8% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $38K | 0.4% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $27K | 0.3% | |
| DoubleLine Total Return Bond Fund Class I Mutual Fund N/A | — | — | — | $25K | 0.3% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund N/A | — | — | — | $17K | 0.2% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $9K | <0.1% |
Related plans
Other plans using JULY BUSINESS SERVICES
HEARTLAND FINANCIAL USA, INC
HTLF RETIREMENT PLAN
$318.2M · 1,683 participants
CAMPBELL SCIENTIFIC, INC.
CAMPBELL SCIENTIFIC PROFIT SHARING PLAN
$105.6M · 605 participants
CIMPLIFY
UROLOGY HEALTHCARE GROUP, INC. 401(K)/PROFIT SHARING PLAN
$91.3M · 381 participants
STEPHENS INSTITUTE DBA ACADEMY OF ART UNIVERSITY
ACADEMY OF ART UNIVERSITY 401(K) RETIREMENT PLAN
$85.6M · 1,132 participants
KENDALL HUNT PUBLISHING COMPANY
KENDALL HUNT RETIREMENT PLAN
$77.1M · 330 participants
CLINICAL PATHOLOGY ASSOCIATES
CLINICAL PATHOLOGY ASSOCIATES PROFIT SHARING PLAN AND TRUST
$74.0M · 125 participants
Similar-size Transportation & Warehousing plans
MD LOGISTICS LLC
MD LOGISTICS LLC 401K PLAN
$9.0M · 292 participants
THE PARADIGM ALLIANCE, INC.
PARADIGM EMPLOYEE RETIREMENT PLAN
$9.2M · 56 participants
YUSEN TERMINALS LLC
YTI LA CUSTOMER SERVICE SAVINGS PLAN
$9.3M · 19 participants
SWISSCO, LLC.
SWISSCO, LLC. PENSION PLAN
$8.8M · 17 participants
TRANSCOM INC
TRANSCOM INCORPORATED 401 (K) PLAN
$9.4M · 22 participants
J. GOODISON COMPANY
J. GOODISON COMPANY 401(K) PROFIT SHARING PLAN & TRUST
$8.6M · 23 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants