Original filing (PDF)20250908150010NAL0019578145001

Jackson Iron & Metal Company, Inc.

Name: Jackson Iron & Metal Company, Inc. — Jackson Iron &, Form 5500 (2024)
Creator: Jackson Iron & Metal Company, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jackson Iron & Metal Company, Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · Jackson Iron & Metal Company, Inc.'s Jackson Iron & Metal Company, Inc. Profit Sharing 401(k) Plan held $16.2M in plan assets for 192 participants in 2024, with Empower as recordkeeper.

Active participants

192

Accounts w/ balance

295

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

How this plan invests

This plan

33 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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name

JACKSON IRON & METAL COMPANY, INC.

EIN

all filings

Address

P.O. BOX 23309 · JACKSON, MS · 392253309

Phone

(601) 969-6910

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$37K	—

TPA / Administrator

Investments

33 direct securities· $16.1M(99% of reported assets)

Other securities

$9.2M

20 holdings

Common Collective Trusts

$3.6M

1 holding

Mutual Funds

$3.4M

12 holdings

					% of plan
Ishares S&P 500 Index K Mutual Fund	Common Collective Trusts	—	—	$3.6M	22.1%
AF 2030 Target Date Retire Mutual Fund	Other securities	—	—	$1.5M	9.4%
Vanguard Lifestrategy Mod Gr Mutual Fund	Mutual Funds	—	—	$1.4M	8.4%
PGIM Short-term Corporate Mutual Fund	Other securities	—	—	$1.3M	7.8%
AF 2040 Target Date Retire Mutual Fund	Other securities	—	—	$1.1M	6.7%
JP Morgan Large Cap Growth Mutual Fund	Other securities	—	—	$741K	4.6%
AF 2035 Target Date Retire Mutual Fund	Other securities	—	—	$654K	4.0%
AF Global Balanced R6 Mutual Fund	Other securities	—	—	$583K	3.6%
Vanguard Lifestrategy Growth Mutual Fund	Mutual Funds	—	—	$568K	3.5%
T. Rowe Price Dividend Growth Mutual Fund	Other securities	—	—	$528K	3.2%
AF 2050 Targe Date Retire Mutual Fund	Other securities	—	—	$509K	3.1%
AF 2025 Target Date Retire Mutual Fund	Other securities	—	—	$500K	3.1%
AF 2045 Target Date Retire Mutual Fund	Other securities	—	—	$497K	3.1%
Vanguard Mid Cap Gr Index Adm Mutual Fund	Mutual Funds	—	—	$431K	2.7%
AF 2055 Target Date Retire Mutual Fund	Other securities	—	—	$376K	2.3%
Key Guaranteed Portfolio Fixed Annuity	Other securities	—	—	$281K	1.7%
AF 2060 Target Date Retire Mutual Fund	Other securities	—	—	$208K	1.3%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$193K	1.2%
Participant Notes Receivable Various Inerest Rates	Other securities	—	—	$178K	1.1%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$178K	1.1%
Vanguard Small Cap Val Ind Adm Mutual Fund	Mutual Funds	—	—	$138K	0.8%
Vanguard Inflation-Protected Mutual Fund	Mutual Funds	—	—	$131K	0.8%
PIMCO Income Inst'l Mutual Fund	Mutual Funds	—	—	$121K	0.7%
Vanguard Equity-Income Adm Mutual Fund	Mutual Funds	—	—	$120K	0.7%
AF 2065 Target Date Retire Mutual Fund	Other securities	—	—	$92K	0.6%
AF Europacific Gr R6 Mutual Fund	Other securities	—	—	$92K	0.6%
Vanguard Small Cap Gr Ind Adm Mutual Fund	Mutual Funds	—	—	$58K	0.4%
Vanguard Lifestrategy Consr Gr Mutual Fund	Mutual Funds	—	—	$39K	0.2%
Western Asset Core Bond Is Mutual Fund	Other securities	—	—	$22K	0.1%
PGIM Total Return Bond Mutual Fund	Other securities	—	—	$21K	0.1%
Vanguard Mid Cap Val Ind Adm Mutual Fund	Mutual Funds	—	—	$18K	0.1%
AF 2020 Target Date Retire Mutual Fund	Other securities	—	—	$7K	<0.1%
AF 2015 Target Date Retire Mutual Fund	Other securities	—	—	$3K	<0.1%