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Original filing (PDF)20251015184255NAL0002772451001
JAX TRANSIT MANAGEMENT CORP.
Form 5500
FILING_RECEIVED
AMALGAMATED PENSION-DISABILITY PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
388
Accounts w/ balance
—
Plan assets (EOY)
$75.6M
Net assets (EOY)
$71.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 248% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAX TRANSIT MANAGEMENT CORP..
Plan sponsor
Name
JAX TRANSIT MANAGEMENT CORP.
EIN
59-3041602
Address
100 N. MYRTLE AVE · JACKSONVILLE, FL · 32204
Phone
(904) 630-3131
Industry
Transportation & Warehousingsee all
Plan administrator
Name
CAPITAL BENEFIT CONSULTANTS, LLC
EIN
47-4183432
City
ATLANTA, GA
Phone
(888) 620-9825
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL BENEFIT CONSULTANTS, LLC | 47-4183432 | ATLANTA, GA | — | $180K | — |
| RAYMOND JAMES | 59-1237041 | ST. PETERSBURG, FL | — | $157K | — |
| GRAY ROBINSON | 59-1300132 | ORLANDO, FL | — | $52K | — |
| RELIANCE TRUST COMPANY | 58-1428634 | ATLANTA, GA | — | $31K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.