How big is John S. James Co.'s plan?

John S. James Co.'s plan reported $10.7M in assets and 154 participants for 2024.

Original filing (PDF)20250806091530NAL0002500753001

John S. James Co.

Name: John S. James Co. — John S. James Co. 401(k), Form 5500 (2024)
Creator: John S. James Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

John S. James Co. 401(k) Retirement Plan

401(k) retirement plan · John S. James Co.'s John S. James Co. 401(k) Retirement Plan held $10.7M in plan assets for 154 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

35% in single holdingCorrective distributions issued

Active participants

154

Accounts w/ balance

172

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

People on this filing

Candice Kiser signed John S. James Co.'s 2024 Form 5500 as plan administrator.

Candice Kiser — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

John S. James Co.'s EIN is 58-1276963.

EIN 58-1276963

Plan number 001

Plan year 2024

ACK ID 20250806091530NAL0002500753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John S. James Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John S. James Co.'s plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, automatic enrollment.

Decision-maker contacts

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How this plan invests

This plan

30 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

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

JOHN S. JAMES CO.

EIN

all filings

Address

6002 COMMERCE BLVD · SUITE 115 · GARDEN CITY, GA · 31408

Phone

(912) 232-0211

Industry

Transportation & Warehousing

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

2025-08-06

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2E · Profit-sharing

2S · Automatic enrollment

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEAFHOUSE FINANCIAL ADVISORS LLC	26-4311657	—	ADVISOR	$5K	—

Investments

30 direct securities· $10.7M(100% of reported assets)

Mutual Funds

$10.0M

19 holdings

Other securities

$347K

4 holdings

Common Collective Trusts

$197K

5 holdings

Bonds / Notes

$152K

1 holding

Stable Value

$29K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom 2035 Fund Class K6	Mutual Funds	—	—	$3.8M	35.5%
Fidelity Investments Fidelity Freedom 2030 Fund Class K6	Mutual Funds	—	—	$1.4M	13.3%
Fidelity Investments Fidelity Freedom 2025 Fund Class K6	Mutual Funds	—	—	$709K	6.6%
Fidelity Investments Fidelity Blue Chip Growth Fund Class K6	Mutual Funds	—	—	$620K	5.8%
Fidelity Investments Fidelity Freedom 2040 Fund Class K6	Mutual Funds	—	—	$595K	5.5%
Fidelity Investments Fidelity Freedom 2045 Fund Class K6	Mutual Funds	—	—	$524K	4.9%
Fidelity Investments Fidelity Freedom 2020 Fund Class K6	Mutual Funds	—	—	$520K	4.9%
Fidelity Investments Fidelity Freedom 2055 Fund Class K6	Mutual Funds	—	—	$397K	3.7%
Allspring Global Investments Allspring Special Mid Cap Value Fund Class R6	Other securities	—	—	$282K	2.6%
Fidelity Investments Fidelity Freedom 2060 Fund Class K6	Mutual Funds	—	—	$257K	2.4%
Fidelity Investments Fidelity Freedom 2050 Fund Class K6	Mutual Funds	—	—	$256K	2.4%
Fidelity Investments Fidelity Freedom 2065 Fund Class K6	Mutual Funds	—	—	$228K	2.1%
Cohen & Steers Cohen & Steers Real Estate Securities Z ** 735 American Funds American Century Small Cap Value Fund Class R6	Mutual Funds	—	—	$219K	2.0%
Notes receivable Notes receivable with variable maturities and interest rates from * Participants 4.25% to 9.50% --	Bonds / Notes	—	—	$152K	1.4%
Fidelity Investments Fidelity Freedom 2070 Fund Class K6 173 * Fidelity Investments Fidelity Freedom Income Fund Class K6	Mutual Funds	—	—	$142K	1.3%
Fidelity Investments Fidelity Freedom 2010 Fund Class K6	Mutual Funds	—	—	$136K	1.3%
Money market fund * Fidelity Investments Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$88K	0.8%
Fidelity Investments Fidelity Mid Cap Index Fund ** 981 * Fidelity Investments Fidelity Smal Cap Index Fund ** 452 * Fidelity Investments Fidelity Total Bond Fund Class K6	Common Collective Trusts	—	—	$63K	0.6%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$60K	0.6%
Fidelity Investments Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$46K	0.4%
Life insurance policies Sun Life Financial Life insurance policies	Other securities	—	—	$39K	0.4%
JP Morgan & Co. JPMorgan Government Bond Fund Class R6	Mutual Funds	—	—	$33K	0.3%
Unallocated insurance contract - general account Lincoln Financial Lincoln Stable Value Fund	Stable Value	—	—	$29K	0.3%
American Funds American Funds American Mutual Fund Class R6	Mutual Funds	—	—	$23K	0.2%
Columbia Threadneedle Investments US Columbia Emerging Markets Fund Class I3	Other securities	—	—	$22K	0.2%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$20K	0.2%
Fidelity Investments Fidelity Small Cap Growth K6	Mutual Funds	—	—	$11K	0.1%
Fidelity Investments Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$8K	<0.1%
Fidelity Investments Fidelity International Capital Appreciation Fund Class K6	Mutual Funds	—	—	$5K	<0.1%
T. Rowe Price T. Rowe Price Dividend Growth Fund	Other securities	—	—	$3K	<0.1%