Original filing (PDF)20251231144720NAL0011161011001

JAMES M. PLEASANTS COMPANY, INC.

Name: JAMES M. PLEASANTS COMPANY, INC. — JAMES M. PLEASANTS COMPANY, INC. EMPLOYEES' 401(K) PLAN, Form 5500 (2024)
Creator: JAMES M. PLEASANTS COMPANY, INC.

Form 5500

FILING_RECEIVED

JAMES M. PLEASANTS COMPANY, INC. EMPLOYEES' 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 1.5 moLate participant contributions

Active participants

231

Accounts w/ balance

220

Plan assets (EOY)

$15.7M

Net assets (EOY)

$15.7M

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Filed 1.5 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 43K (2% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

JAMES M. PLEASANTS COMPANY, INC.

EIN

56-0797189

Address

PO BOX 16706 · GREENSBORO, NC · 27416

Phone

(336) 378-9911

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GORDON ASSET MANAGMENT LLC	42-1582751	—	ADVISOR	$6K	—
STRATEGIC ADVISORS, INC.

Investments

35 direct securities· $14.9M(95% of reported assets)

Other securities

$14.6M

33 holdings

Cash / Money Market

$272K

1 holding

Common Stock

$15K

1 holding

					% of plan
Fidelity Freedom Index 2030 Fund Institutional Premium Class	Other securities	—	—	$2.2M	13.7%
Fidelity Freedom Index 2035 Fund Institutional Premium Class	Other securities	—	—	$2.0M	12.6%
Fidelity Large Cap Growth Index Fund	Other securities	—	—	$1.7M	10.7%
Fidelity Freedom Index 2045 Fund Institutional Premium Class	Other securities	—	—	$1.5M	9.4%
Fidelity Freedom Index 2025 Fund Institutional Premium Class	Other securities	—	—	$1.3M	8.0%
Fidelity Freedom Index 2040 Fund Institutional Premium Class	Other securities	—	—	$1.2M	7.9%
Fidelity Freedom Index 2055 Fund Institutional Premium Class	Other securities	—	—	$942K	6.0%
Fidelity Freedom Index 2050 Fund Institutional Premium Class	Other securities	—	—	$861K	5.5%
Fidelity 500 Index Fund	Other securities	—	—	$701K	4.5%
Fidelity Freedom Index 2020 Fund Institutional Premium Class	Other securities	—	—	$350K	2.2%
Fidelity Freedom Index 2060 Fund Institutional Premium Class	Other securities	—	—	$332K	2.1%
Fidelity Government Money Market Fund Class K6	Cash / Money Market	—	—	$272K	1.7%
Fidelity Mid Cap Index Fund	Other securities	—	—	$266K	1.7%
Fidelity Large Cap Value Index Fund	Other securities	—	—	$180K	1.1%
Fidelity Balanced K6 Fund	Other securities	—	—	$123K	0.8%
Undiscovered Managers Behavioral Value Fund Class R6	Other securities	—	—	$112K	0.7%
Centre American Select Equity Fund Investor Class	Other securities	—	—	$108K	0.7%
Carillon Eagle Mid Cap Growth Fund Class R6	Other securities	—	—	$100K	0.6%
Fidelity Freedom Index 2065 Fund Institutional Premium Class	Other securities	—	—	$92K	0.6%
Fidelity International Index Fund	Other securities	—	—	$89K	0.6%
with maturity dates ranging from June 2025 to April 2030	Other securities	—	—	$84K	0.5%
American Funds The Bond Fund of America Class R-6	Other securities	—	—	$64K	0.4%
Fidelity Small Cap Index Fund	Other securities	—	—	$61K	0.4%
Goldman Sachs International Equity Income Fund Class R6	Other securities	—	—	$48K	0.3%
American Funds EUPAC Fund Class R-6	Other securities	—	—	$45K	0.3%
Fidelity Freedom Index 2015 Fund Institutional Premium Class	Other securities	—	—	$44K	0.3%
American Century Small Cap Growth Fund R6 Class	Other securities	—	—	$44K	0.3%
American Funds New World Fund Class R-6	Other securities	—	—	$39K	0.2%
Loomis Sayles Core Plus Bond Fund Class N	Other securities	—	—	$35K	0.2%
PIMCO Income Fund Institutional Class	Other securities	—	—	$33K	0.2%
MFS Mid Cap Value Fund Class R6	Other securities	—	—	$24K	0.2%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z	Common Stock	—	—	$15K	<0.1%
Lord Abbett Short Duration Income Fund Class R6 ** 262 MFS Global Growth Fund Class R6	Other securities	—	—	$14K	<0.1%
Fidelity Capital & Income Fund	Other securities	—	—	$4K	<0.1%
Fidelity Inflation-Protected Bond Index Fund	Other securities	—	—	$4K	<0.1%