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Original filing (PDF)20251014103558NAL0001242771001
JENKINS SERVICES, INC.
Form 5500
FILING_RECEIVED
JENKINS SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,005
Accounts w/ balance
1,073
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
14 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — 133% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JENKINS SERVICES, INC..
Plan sponsor
Name
JENKINS SERVICES, INC.
EIN
74-2657571
Address
9475 E HIGHWAY 290 · AUSTIN, TX · 787242303
Phone
(512) 837-9500
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ADKF, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $227K | — |
Investments
16 direct securities · 14 pooled funds· $33.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$28.8M
14 holdings
Uncategorized
$4.7M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.5M | 13.4% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.3M | 12.8% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.1M | 12.3% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.5M | 10.4% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.1M | 9.3% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.7M | 8.0% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 7.8% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.8M | 5.3% | |
| N/A JP Morgan Growth Advantage Fund Mutual Fund | — | — | — | $1.6M | 4.7% | |
| Participant Loans 4.25% - 9.50% -0- | — | — | — | $1.4M | 4.1% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 3.6% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $757K | 2.3% | |
| N/A Fidelity 500 Index Fund Mutual Fund | — | — | — | $748K | 2.2% | |
| N/A JP Morgan US Equity Fund Mutual Fund | — | — | — | $219K | 0.7% | |
| N/A BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund | — | — | — | $158K | 0.5% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $135K | 0.4% | |
| N/A Pimco Income Fund Mutual Fund | — | — | — | $133K | 0.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $124K | 0.4% | |
| N/A American Funds New Perspective Fund Mutual Fund | — | — | — | $96K | 0.3% | |
| N/A MFS Value Fund Mutual Fund | — | — | — | $92K | 0.3% | |
| N/A Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $86K | 0.3% | |
| N/A Allspring Spec Mid Cap Value Fund Mutual Fund | — | — | — | $64K | 0.2% | |
| N/A Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $48K | 0.1% | |
| Principal Real Estate Securities Fund Mutual Fund | — | — | — | $48K | 0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $30K | <0.1% | |
| N/A DFA US Targeted Value Portfolio Mutual Fund | — | — | — | $18K | <0.1% | |
| N/A ClearBridge Small Cap Growth Fund Mutual Fund | — | — | — | $18K | <0.1% | |
| N/A Hartford International Opportunity Fund Mutual Fund | — | — | — | $16K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $12K | <0.1% | |
| N/A Pioneer Bond Fund Mutual Fund | — | — | — | $4K | <0.1% |