Original filing (PDF)20251013151048NAL0001491553001

JACKSON CONTRACTOR GROUP, INC.

Name: JACKSON CONTRACTOR GROUP, INC. — MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: JACKSON CONTRACTOR GROUP, INC.

Form 5500

FILING_RECEIVED

MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST

401(k) retirement plan

Signals · 2

Late participant contributions63% employer stock

Active participants

249

Accounts w/ balance

309

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

How this plan invests

This plan

1 pooled trust

Schedule D

276 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 19K (2% of contributions).

Decision-maker contacts

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

Plan sponsor

Name

JACKSON CONTRACTOR GROUP, INC.

EIN

81-0535453

Address

PO BOX 967 · MISSOULA, MT · 59806

Phone

(406) 542-9150

Industry

Constructionsee all

Plan administrator

Name

ADMIN COMMITTEE, MONTANA CONTRACTORS ASSOC

EIN

81-0448832

City

BILLINGS, MT

Phone

(406) 256-9910

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CULLEN CAPITAL MANAGEMENT LLC	06-1614949	—	NONE	$10K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADMN COMMITTEE, MT CONTRACTORS ASSN	81-0448832	—	PLAN ADMINISTRATOR	$7K	—

Investments

276 direct securities · 1 pooled fund· $145.6M(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 Stock

$90.2M

111 holdings

Bonds / Notes

$25.7M

139 holdings

U.S. Treasuries

$16.9M

23 holdings

Other securities

$11.6M

1 holding

Common Collective Trust

$779K

1 holding

Structured Credit (CLO/ABS)

$379K

2 holdings

					% of plan
JOHN HANCOCK MUTUAL FUNDS INTERNATIONAL GROWTH FUND	Other securities	—	$13.3M	$11.6M	166.3%
NVIDIA CORP COMMON STOCK N/A	Common Stock	—	$139K	$5.0M	71.7%
TESLA, INC COMMON STOCK N/A	Common Stock	—	$2.4M	$4.8M	68.4%
META PLATFORMS INC CL A COMMON STOCK N/A	Common Stock	—	$587K	$3.9M	56.4%
AMAZON COM INC COM COMMON STOCK N/A	Common Stock	—	$621K	$3.4M	49.3%
NETFLIX INC COMMON STOCK N/A	Common Stock	—	$1.1M	$3.2M	45.5%
US GOVERNMENT US TREASURY BONDS 4.125% 07/31/2028	U.S. Treasuries	—	$2.9M	$2.9M	41.2%
VISA INC-CLASS A SHRS COMMON STOCK N/A	Common Stock	—	$503K	$2.7M	38.1%
US GOVERNMENT US TREASURY NOTES 4.125% 11/15/2032	U.S. Treasuries	—	$2.7M	$2.6M	37.5%
MICROSOFT CORP COMMON STOCK N/A	Common Stock	—	$272K	$2.6M	37.4%
ORACLE CORPORATION COMMON STOCK N/A	Common Stock	—	$604K	$2.5M	36.3%
US GOVERNMENT US TREASURY BOND 2.875% 05/15/2043	U.S. Treasuries	—	$2.7M	$2.5M	35.2%
ALPHABET INC CL A COMMON STOCK N/A	Common Stock	—	$313K	$2.4M	34.4%
BOEING CO COMMON STOCK N/A	Common Stock	—	$2.3M	$2.3M	33.2%
NOVARTIS AG - ADR COMMON STOCK N/A	Common Stock	—	$1.3M	$1.7M	24.8%
SALESFORCE INC COMMON STOCK N/A	Common Stock	—	$763K	$1.7M	24.3%
AUTODESK INC COMMON STOCK N/A	Common Stock	—	$290K	$1.5M	21.4%
WALT DISNEY CO COMMON STOCK N/A	Common Stock	—	$1.5M	$1.4M	20.3%
US GOVERNMENT US TREASURY NOTE 0.625% 08/15/2030	U.S. Treasuries	—	$1.4M	$1.4M	20.2%
VERTEX PHARMACEUTICALS INC COM COMMON STOCK N/A	Common Stock	—	$829K	$1.4M	19.7%
SHOPIFY INC - A W/I COMMON STOCK N/A	Common Stock	—	$752K	$1.3M	18.8%
US GOVERNMENT US TREASURY NOTES 2.750% 08/15/2032	U.S. Treasuries	—	$1.3M	$1.2M	17.8%
MONSTER BEVERAGE CORP COMMON STOCK N/A	Common Stock	—	$372K	$1.2M	17.1%
QUALCOMM INC COMMON STOCK N/A	Common Stock	—	$750K	$1.2M	16.8%
JOHNSON & JOHNSON COMMON STOCK N/A	Common Stock	—	$798K	$1.2M	16.7%
JPMORGAN CHASE & CO COMMON STOCK N/A	Common Stock	—	$352K	$1.2M	16.5%
CHUBB LTD COMMON STOCK N/A	Common Stock	—	$424K	$1.1M	15.1%
NEXTERA ENERGY INC COMMON STOCK N/A	Common Stock	—	$526K	$1.0M	14.9%
PHILIP MORRIS INTERNATIONAL IN COMMON STOCK N/A	Common Stock	—	$637K	$1.0M	14.8%
KENVUE INC COMMON STOCK N/A	Common Stock	—	$831K	$998K	14.3%
REGENERON PHARMACEUTICALS INC COMMON STOCK N/A	Common Stock	—	$657K	$994K	14.2%
COMCAST CORP CLASS A COMMON STOCK N/A	Common Stock	—	$1.0M	$989K	14.2%
BANK OF AMERICA CORP COMMON STOCK N/A	Common Stock	—	$642K	$977K	14.0%
CISCO SYSTEMS INC COMMON STOCK N/A	Common Stock	—	$517K	$976K	14.0%
SIEMENS AG - SPONSORED ADR COMMON STOCK N/A	Common Stock	—	$636K	$965K	13.8%
DUKE ENERGY HOLDING CORP. COM COMMON STOCK N/A	Common Stock	—	$805K	$958K	13.7%
EXXON MOBIL CORPORATION COMMON STOCK N/A	Common Stock	—	$626K	$950K	13.6%
MEDTRONIC PLC COMMON STOCK N/A	Common Stock	—	$1.1M	$949K	13.6%
JOHNSON CONTROLS INTERNATION COMMON STOCK N/A	Common Stock	—	$525K	$944K	13.5%
GENERAL DYNAMICS CORP COMMON STOCK N/A	Common Stock	—	$670K	$943K	13.5%
MERCK & CO INC NEW COMMON STOCK N/A	Common Stock	—	$388K	$932K	13.4%
NOVO NORDISK A/S - ADR COMMON STOCK N/A	Common Stock	—	$432K	$911K	13.0%
BROADCOM INC COMMON STOCK N/A	Common Stock	—	$144K	$903K	12.9%
BCE INC COMMON STOCK N/A	Common Stock	—	$1.5M	$875K	12.5%
CONOCOPHILLIPS COMMON STOCK N/A	Common Stock	—	$681K	$872K	12.5%
RTX CORPORATION COMMON STOCK N/A	Common Stock	—	$389K	$837K	12.0%
TARGET CORP COMMON STOCK N/A	Common Stock	—	$647K	$827K	11.8%
UNILEVER PLC - ADR COMMON STOCK N/A	Common Stock	—	$532K	$803K	11.5%
US GOVERNMENT US TREASURY NOTES 4.375% 05/15/2034	U.S. Treasuries	—	$825K	$802K	11.5%
INTUITIVE SURGICAL INC COMMON STOCK N/A	Common Stock	—	$249K	$800K	11.5%