How big is JRC Integrated Systems, LLC's plan?

JRC Integrated Systems, LLC's plan reported $30.0M in assets and 175 participants for 2024.

Original filing (PDF)20250729152423NAL0001438147001

JRC Integrated Systems, LLC

Name: JRC Integrated Systems, LLC — JRC 401(k) Plan, Form 5500 (2024)
Creator: JRC Integrated Systems, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JRC 401(k) Plan

401(k) retirement plan · JRC Integrated Systems, LLC's JRC 401(k) Plan held $30.0M in plan assets for 175 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

175

Accounts w/ balance

217

Plan assets (EOY)

$30.0M

Net assets (EOY)

$30.0M

People on this filing

LIZ Jimenez signed JRC Integrated Systems, LLC's 2024 Form 5500 as plan administrator.

LIZ Jimenez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JRC Integrated Systems, LLC's EIN is 81-0636662.

EIN 81-0636662

Plan number 001

Plan year 2024

ACK ID 20250729152423NAL0001438147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JRC Integrated Systems, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JRC Integrated Systems, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JRC INTEGRATED SYSTEMS, LLC.

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

Helping the score

Below-peer total plan cost (89th percentile).
High average account balance (86th percentile).

Plan sponsor

Name

JRC INTEGRATED SYSTEMS, LLC

EIN

all filings

Address

1201 M ST SE STE G40 · WASHINGTON, DC · 200033702

Phone

(202) 735-2700

Industry

Professional & Technical Services

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

2025-07-29

Pension benefit codes

2E · Profit-sharing

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)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$10K	—

Investments

38 direct securities· $30.0M(100% of reported assets)

Mutual Funds

$26.9M

24 holdings

Common Collective Trusts

$1.8M

7 holdings

Other securities

$751K

6 holdings

Self-Directed Brokerage

$603K

1 holding

					% of plan
s * Fidelity Investments 500 Index Fund	Mutual Funds	—	—	$5.3M	17.6%
Fidelity Investments Freedom 2035 Fund	Mutual Funds	—	—	$3.5M	11.7%
Fidelity Investments Freedom 2030 Fund	Mutual Funds	—	—	$2.7M	8.9%
Fidelity Investments Freedom 2050 Fund	Mutual Funds	—	—	$2.4M	8.0%
Fidelity Investments Blue Chip Growth Fund	Mutual Funds	—	—	$2.2M	7.5%
Fidelity Investments Freedom 2045 Fund	Mutual Funds	—	—	$1.7M	5.7%
Fidelity Investments Freedom 2040 Fund	Mutual Funds	—	—	$1.6M	5.3%
Fidelity Investments Freedom 2025 Fund	Mutual Funds	—	—	$1.4M	4.6%
Fidelity Investments Freedom 2055 Fund	Mutual Funds	—	—	$1.4M	4.5%
Fidelity Investments Freedom 2020 Fund	Mutual Funds	—	—	$1.1M	3.8%
Fidelity Investments Total Bond Fund	Mutual Funds	—	—	$621K	2.1%
Self-Directed Brokerage * Fidelity Investments Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$603K	2.0%
Fidelity Investments Government Money Market Fund	Mutual Funds	—	—	$556K	1.9%
Fidelity Investments Global ex U.S. Index Fund	Common Collective Trusts	—	—	$490K	1.6%
Vanguard Large Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$458K	1.5%
Fidelity Investments Small Cap Growth Fund	Mutual Funds	—	—	$409K	1.4%
Fidelity Investments Large Cap Stock Fund	Mutual Funds	—	—	$390K	1.3%
Fidelity Investments Freedom Income Fund	Mutual Funds	—	—	$358K	1.2%
Janus Henderson Enterprise Fund	Mutual Funds	—	—	$355K	1.2%
participant accounts	Other securities	—	—	$340K	1.1%
JPMorgan US Value Fund	Other securities	—	—	$319K	1.1%
Vanguard Mid-Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$268K	0.9%
Fidelity Investments Overseas Fund	Mutual Funds	—	—	$263K	0.9%
Fidelity Investments Freedom 2060 Fund	Mutual Funds	—	—	$240K	0.8%
Fidelity Investments Extended Market Index Fund	Common Collective Trusts	—	—	$211K	0.7%
Fidelity Investments US Bond Index Fund	Common Collective Trusts	—	—	$182K	0.6%
Fidelity Investments Real Estate Investment Fund	Mutual Funds	—	—	$141K	0.5%
MFS Growth Fund	Mutual Funds	—	—	$95K	0.3%
Fidelity Investments Freedom 2010 Fund	Mutual Funds	—	—	$94K	0.3%
Fidelity Investments Small Cap Index Fund	Common Collective Trusts	—	—	$78K	0.3%
Fidelity Investments Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$69K	0.2%
Fidelity Investments Value Fund	Mutual Funds	—	—	$54K	0.2%
Fidelity Investments New Markets Income Fund	Mutual Funds	—	—	$48K	0.2%
Allspring Special Small Cap Value Fund	Other securities	—	—	$43K	0.1%
Eaton Vance Eaton Vance Income Fund of Boston Fund	Other securities	—	—	$32K	0.1%
Fidelity Investments Freedom 2065 Fund	Mutual Funds	—	—	$25K	<0.1%
Alliance Bernstein Global Bond Fund	Other securities	—	—	$10K	<0.1%
Principal Small Cap Fund	Other securities	—	—	$7K	<0.1%