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Original filing (PDF)20250729152423NAL0001438147001
JRC INTEGRATED SYSTEMS, LLC
Form 5500
FILING_RECEIVED
JRC 401(K) PLAN
401(k) retirement plan
Active participants
175
Accounts w/ balance
217
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
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 (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JRC INTEGRATED SYSTEMS, LLC.
Plan sponsor
Name
JRC INTEGRATED SYSTEMS, LLC
EIN
81-0636662
Address
1201 M ST SE STE G40 · WASHINGTON, DC · 200033702
Phone
(202) 735-2700
Industry
Professional & Technical Servicessee 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
2025-07-29
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)
Auditor
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$3K | — |
Advisor / Consultant
1| 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)
Uncategorized
$24.7M
37 holdings
Mutual Funds
$5.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments 500 Index Fund | Mutual Funds | — | — | $5.3M | 17.6% | |
| Fidelity Investments Freedom 2035 Fund | — | — | — | $3.5M | 11.7% | |
| Fidelity Investments Freedom 2030 Fund | — | — | — | $2.7M | 8.9% | |
| Fidelity Investments Freedom 2050 Fund | — | — | — | $2.4M | 8.0% | |
| Fidelity Investments Blue Chip Growth Fund | — | — | — | $2.2M | 7.5% | |
| Fidelity Investments Freedom 2045 Fund | — | — | — | $1.7M | 5.7% | |
| Fidelity Investments Freedom 2040 Fund | — | — | — | $1.6M | 5.3% | |
| Fidelity Investments Freedom 2025 Fund | — | — | — | $1.4M | 4.6% | |
| Fidelity Investments Freedom 2055 Fund | — | — | — | $1.4M | 4.5% | |
| Fidelity Investments Freedom 2020 Fund | — | — | — | $1.1M | 3.8% | |
| Fidelity Investments Total Bond Fund | — | — | — | $621K | 2.1% | |
| Self-Directed Brokerage * Fidelity Investments Self-directed brokerage accounts | — | — | — | $603K | 2.0% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $556K | 1.9% | |
| Fidelity Investments Global ex U.S. Index Fund | — | — | — | $490K | 1.6% | |
| Vanguard Large Cap Index Fund Admiral Shares | — | — | — | $458K | 1.5% | |
| Fidelity Investments Small Cap Growth Fund | — | — | — | $409K | 1.4% | |
| Fidelity Investments Large Cap Stock Fund | — | — | — | $390K | 1.3% | |
| Fidelity Investments Freedom Income Fund | — | — | — | $358K | 1.2% | |
| Janus Henderson Enterprise Fund | — | — | — | $355K | 1.2% | |
| participant accounts | — | — | — | $340K | 1.1% | |
| JPMorgan US Value Fund | — | — | — | $319K | 1.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $268K | 0.9% | |
| Fidelity Investments Overseas Fund | — | — | — | $263K | 0.9% | |
| Fidelity Investments Freedom 2060 Fund | — | — | — | $240K | 0.8% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $211K | 0.7% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $182K | 0.6% | |
| Fidelity Investments Real Estate Investment Fund | — | — | — | $141K | 0.5% | |
| MFS Growth Fund | — | — | — | $95K | 0.3% | |
| Fidelity Investments Freedom 2010 Fund | — | — | — | $94K | 0.3% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $78K | 0.3% | |
| Fidelity Investments Inflation-Protected Bond Index Fund | — | — | — | $69K | 0.2% | |
| Fidelity Investments Value Fund | — | — | — | $54K | 0.2% | |
| Fidelity Investments New Markets Income Fund | — | — | — | $48K | 0.2% | |
| Allspring Special Small Cap Value Fund | — | — | — | $43K | 0.1% | |
| Eaton Vance Eaton Vance Income Fund of Boston Fund | — | — | — | $32K | 0.1% | |
| Fidelity Investments Freedom 2065 Fund | — | — | — | $25K | <0.1% | |
| Alliance Bernstein Global Bond Fund | — | — | — | $10K | <0.1% | |
| Principal Small Cap Fund | — | — | — | $7K | <0.1% |
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