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Original filing (PDF)20260224094102NAL0002114768001
JASCO PRODUCTS COMPANY LLC
Form 5500
FILING_RECEIVED
JASCO PRODUCTS COMPANY LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.3 mo
Active participants
324
Accounts w/ balance
437
Plan assets (EOY)
$49.0M
Net assets (EOY)
$49.0M
How this plan invests
This plan
62 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
87
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.3 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JASCO PRODUCTS COMPANY LLC.
Plan sponsor
Name
JASCO PRODUCTS COMPANY LLC
EIN
73-1591580
Address
10 E. MEMORIAL RD. · BUILDING B · OKLAHOMA CITY, OK · 73114
Phone
(405) 302-2198
Industry
Wholesale Tradesee 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
2026-02-24
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
ARLEDGE AND ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | RECORDKEEPER | $47K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC. | 93-0987232 | JERSEY CITY, NJ | INVESTMENT ADVISOR | $53K | — |
| BRINKER CAPITAL INVESTMENTS | 13-4109249 | — | INVESTMENT ADVISOR | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION SOLUTIONS | 73-1521434 | OKLAHOMA CITY, OK | TPA | $11K | — |
Investments
62 direct securities· $47.9M(98% of reported assets)
Uncategorized
$42.6M
61 holdings
Mutual Funds
$5.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Nationwide Trust Company, FSB Vngrd Gr Indx Adml Dest Lgcap Eq Z | Mutual Funds | — | — | $5.3M | 10.7% | |
| Amfds Gr Fd Am R6 | — | — | — | $2.8M | 5.8% | |
| Nw S P 500 Indx R6 | — | — | — | $2.8M | 5.7% | |
| Dest Cor Fxd Inc Z | — | — | — | $2.4M | 5.0% | |
| Amfds Am Bal R6 | — | — | — | $2.1M | 4.3% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 | — | — | — | $1.9M | 3.9% | |
| Vngrd Val Indx Adml | — | — | — | $1.8M | 3.8% | |
| Nuveen Lifecy le Index 2025 Fund - Class R6 | — | — | — | $1.7M | 3.5% | |
| JpMorgan Usrsrchenhcdeq R6 | — | — | — | $1.6M | 3.3% | |
| Nuveen Lifecycle Index 2035 Fund - Class R6 | — | — | — | $1.6M | 3.2% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 | — | — | — | $1.5M | 3.1% | |
| Vngrd Smcap Gr Indx Adml | — | — | — | $1.4M | 3.0% | |
| Dest Intl Eq Z | — | — | — | $1.4M | 2.8% | |
| Vngrd Eq Inc Adml | — | — | — | $1.4M | 2.8% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 | — | — | — | $1.2M | 2.4% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 | — | — | — | $1.2M | 2.4% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 | — | — | — | $1.1M | 2.3% | |
| Leggm Clrbrdg Sel I | — | — | — | $1.1M | 2.2% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 | — | — | — | $879K | 1.8% | |
| Mfs Intl Gr R6 | — | — | — | $869K | 1.8% | |
| Amfds New Prspct R6 | — | — | — | $865K | 1.8% | |
| Nationwide Trust Company, FSB Guaranteed Annuity Contract Nationwide Fxd Sel Option $ | — | — | — | $747K | 1.5% | |
| Victory Sycamore Established Value Fund - Class I Vngrd | — | — | — | $652K | 1.3% | |
| Trgt Rtrmt 2025 Inv | — | — | — | $648K | 1.3% | |
| Amfds Bd Fd Am R6 | — | — | — | $641K | 1.3% | |
| Pimco Real Rtn Inst | — | — | — | $619K | 1.3% | |
| Amfds New Wld R6 | — | — | — | $588K | 1.2% | |
| Dest Glbl Fxd Inc Oppr Z | — | — | — | $575K | 1.2% | |
| Dest Smmidcap Eq Z | — | — | — | $569K | 1.2% | |
| Dest Mult Strat Altrnatv Z | — | — | — | $545K | 1.1% | |
| Nuveen Lifecy le Index 2010 Fund - Class R6 ** 612 Destinations Real Assets Fund - Class Z ** 57 * Participant Loans Due through September 2034, with interest rates ranging from - | — | — | — | $519K | 1.1% | |
| Nuveen Lifecy le Index Retirement Income Fund - Class R6 Dodge & Cox International Stock Fund Class I | — | — | — | $494K | 1.0% | |
| Amfds Cap Inc Bldr R6 | — | — | — | $463K | 0.9% | |
| JPMorgan U.S. Treasury Plus Money Market Macquarie Small CP Value - Insitutional | — | — | — | $372K | 0.8% | |
| Destinations Shelter Fund - Class Z | — | — | — | $334K | 0.7% | |
| Fid 500 Indx | — | — | — | $328K | 0.7% | |
| Vngrd Enrgy Adml | — | — | — | $306K | 0.6% | |
| Nw SmCap Indx R6 | — | — | — | $298K | 0.6% | |
| Dest Low Dur Fxd Inc Z | — | — | — | $297K | 0.6% | |
| NW Mdcap Mkt Indx R6 | — | — | — | $267K | 0.5% | |
| Nuveen Lifecy le Index 2065 Fund - Class R6 | — | — | — | $196K | 0.4% | |
| Federated Hermes US Treasury Cash | — | — | — | $183K | 0.4% | |
| Fed Hrms Gov Oblgtns Prmr | — | — | — | $172K | 0.4% | |
| Dest Eq Inc Z | — | — | — | $166K | 0.3% | |
| Amfds Infl Lnkd Bd R6 | — | — | — | $144K | 0.3% | |
| Amfds AM Hi Inc Tr R6 | — | — | — | $114K | 0.2% | |
| Virtus Allnzgi Tech Inst | — | — | — | $99K | 0.2% | |
| Gabelli Gold Inst | — | — | — | $92K | 0.2% | |
| Amfds Cap Wld Bd R6 | — | — | — | $91K | 0.2% | |
| Vaneck Glbl Hrd Asst Inst | — | — | — | $67K | 0.1% | |
| Nuveen Lifecy le Index 2015 Fund - Class R6 | — | — | — | $63K | 0.1% | |
| Pimco Stkplus Lg Dur Inst | — | — | — | $31K | <0.1% | |
| Nuveen Lifecy le Index 2020 Fund - Class R6 | — | — | — | $31K | <0.1% | |
| Ms Inst Gr I | — | — | — | $25K | <0.1% | |
| Msif Inst Gr I | — | — | — | $19K | <0.1% | |
| Cohenstrs Realest Sec Inst | — | — | — | $10K | <0.1% | |
| Calvert International Responsible Index Fund - Class I | — | — | — | $5K | <0.1% | |
| Eventde Multasst Inc I | — | — | — | $4K | <0.1% | |
| Amana Gr Inv | — | — | — | $4K | <0.1% | |
| NW Inv Dest Cnsrv R6 | — | — | — | $2K | <0.1% | |
| Columbia Global Technology Fund - Institutional Class | — | — | — | $2K | <0.1% | |
| Fidadv Gr Oppr Inst | — | — | — | $2K | <0.1% |