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Original filing (PDF)20251007173756NAL0012134402001
J. MARCHINI & SON, INC.
Form 5500
FILING_RECEIVED
J. MARCHINI & SON, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~91 bps in Sched C fees
Active participants
543
Accounts w/ balance
138
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
27 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Participation health
65
Knocking points off
- 91 bps in Schedule C fees — 75% above peer band of 52 bps.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. MARCHINI & SON, INC..
Plan sponsor
Name
J. MARCHINI & SON, INC.
EIN
77-0226588
Address
12000 E. LEGRAND RD. · LEGRAND, CA · 95333
Phone
(559) 665-2944
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JWT & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | DRESHER, PA | RECORDKEEPER | $12K | — |
| HICKS PENSION SERVICES | 94-2158860 | FRESNO, CA | RECORDKEEPER | $1K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGEWATER ADVISORY GROUP | — | FRESNO, CA | BROKER | $13K | — |
Investments
27 pooled funds· $2.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2040 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $408K | 14.0% | |
| VANGUARD LIFESTRATEGY INCOME INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $396K | 13.6% | |
| VANGUARD FEDERAL MONEY MARKET INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $235K | 8.1% | |
| VANGUARD LIFESTRATEGY CONSV GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $192K | 6.6% | |
| VANGUARD LIFESTRATEGY MODERATE GR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $172K | 5.9% | |
| VANGUARD TARGET RETIREMENT 2055 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $147K | 5.1% | |
| VANGUARD TARGET RETIREMENT 2035 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $142K | 4.9% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $135K | 4.7% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $121K | 4.2% | |
| VANGUARD TARGET RETIREMENT 2050 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $117K | 4.0% | |
| VANGUARD TARGET RETIREMENT 2045 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $109K | 3.7% | |
| VANGUARD SMALL-CAP VALUE INDEX ADM VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $104K | 3.6% | |
| AMERICAN FUNDS SMALLCAP WORLD R6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $79K | 2.7% | |
| AMERICAN FUNDS NEW WORLD R6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $75K | 2.6% | |
| VANGUARD TARGET RETIREMENT 2030 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $69K | 2.4% | |
| VANGUARD TARGET RETIREMENT 2060 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $66K | 2.3% | |
| VANGUARD TARGET RETIREMENT 2025 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $65K | 2.2% | |
| VANGUARD TOTAL STOCK MARKET INDEX A VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $56K | 1.9% | |
| LORD ABBETT SHORT DURATION INCOME R VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $56K | 1.9% | |
| VANGUARD TARGET RETIREMENT 2020 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $51K | 1.8% | |
| PIMCO INCOME INSTL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $45K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2065 FUN VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $24K | 0.8% | |
| VANGUARD TOTAL INTL BOND INDEX ADM VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $13K | 0.5% | |
| VANGUARD LIFESTRATEGY GROWTH INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $8K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADM VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $7K | 0.3% | |
| VANGUARD 500 INDEX ADM VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| VANGUARD SMALL-CAP GROWTH INDEX ADM VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |