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Original filing (PDF)20250923183023NAL0006771905001
JASPER HOLDINGS, INC.
Form 5500
FILING_RECEIVED
JASPER HOLDINGS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3,973
Accounts w/ balance
4,806
Plan assets (EOY)
$357.2M
Net assets (EOY)
$357.1M
How this plan invests
This plan
107 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JASPER HOLDINGS, INC..
Plan sponsor
Name
JASPER HOLDINGS, INC.
EIN
83-2826508
Address
815 WERNSING ROAD · JASPER, IN · 47547
Phone
(812) 482-1041
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $352K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | OTHER | $119K | — |
Investments
102 direct securities· $350.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares Core S&P 500 Exchange Traded Fund | — | — | — | $32.4M | 9.1% | |
| Nvidia Corporation 160,000 shares | — | — | — | $21.5M | 6.0% | |
| Vanguard 500 Index Fund | — | — | — | $19.5M | 5.5% | |
| Apple Inc. 49,550 shares | — | — | — | $12.4M | 3.5% | |
| Vanguard Target Retirement 2035 | — | — | — | $11.8M | 3.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $10.7M | 3.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $9.3M | 2.6% | |
| Microsoft Corporation 20,500 shares | — | — | — | $8.6M | 2.4% | |
| Alphabet, Inc. 45,000 shares | — | — | — | $8.5M | 2.4% | |
| Federated Hermes Government Obligations Fund | — | — | — | $7.9M | 2.2% | |
| Fifth Third Bank Interest Bearing Cash | — | — | — | $7.8M | 2.2% | |
| Costco Wholesale Corporation 7,700 shares | — | — | — | $7.1M | 2.0% | |
| Broadcom, Inc. 30,000 shares | — | — | — | $7.0M | 1.9% | |
| Principal Mid-Cap Institutional Fund | — | — | — | $6.9M | 1.9% | |
| Amazon.com, Inc. 30,500 shares | — | — | — | $6.7M | 1.9% | |
| iShares Russell Small/Mid-Cap Index Institutional BlackRock | — | — | — | $6.7M | 1.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $6.6M | 1.8% | |
| Vanguard Target Retirement 2050 | — | — | — | $6.3M | 1.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $6.1M | 1.7% | |
| JPMorgan Chase & Company 25,000 shares | — | — | — | $6.0M | 1.7% | |
| Oracle Corporation 33,000 shares | — | — | — | $5.5M | 1.5% | |
| iShares S&P 100 Index Fund | — | — | — | $4.7M | 1.3% | |
| Berkshire Hathaway, Inc. 9,800 shares | — | — | — | $4.4M | 1.2% | |
| Home Depot, Inc. 11,000 shares | — | — | — | $4.3M | 1.2% | |
| Thermo Fisher Scientific, Inc. 8,000 shares | — | — | — | $4.2M | 1.2% | |
| UnitedHealth Group, Inc. 8,200 shares | — | — | — | $4.1M | 1.2% | |
| Walmart, Inc. 45,000 shares | — | — | — | $4.1M | 1.1% | |
| Danaher Corporation 17,000 shares | — | — | — | $3.9M | 1.1% | |
| MasterCard Incorporated 7,300 shares | — | — | — | $3.8M | 1.1% | |
| Cintas Corporation 21,000 shares | — | — | — | $3.8M | 1.1% | |
| TJX Companies, Inc. 31,000 shares | — | — | — | $3.7M | 1.0% | |
| Procter & Gamble Company 21,500 shares | — | — | — | $3.6M | 1.0% | |
| Vanguard Target Retirement 2020 | — | — | — | $3.1M | 0.9% | |
| SPDR Select Sector SPDR TR SBI Materials | — | — | — | $3.0M | 0.8% | |
| Exxon Mobil Corporation 28,000 shares | — | — | — | $3.0M | 0.8% | |
| McDonalds Corporation 10,000 shares | — | — | — | $2.9M | 0.8% | |
| S&P Global, Inc. 5,800 shares | — | — | — | $2.9M | 0.8% | |
| T-Mobile US, Inc. 13,000 shares | — | — | — | $2.9M | 0.8% | |
| Chubb Limited 10,000 shares | — | — | — | $2.8M | 0.8% | |
| Union Pacific Corporation 12,000 shares | — | — | — | $2.7M | 0.8% | |
| Waste Management, Inc. 13,000 shares | — | — | — | $2.6M | 0.7% | |
| Chevron Corporation 17,295 shares | — | — | — | $2.5M | 0.7% | |
| Honeywell International, Inc. 11,000 shares | — | — | — | $2.5M | 0.7% | |
| Meta Plantforms, Inc. 4,200 shares | — | — | — | $2.5M | 0.7% | |
| Abbvie, Inc. 13,200 shares | — | — | — | $2.3M | 0.7% | |
| PNC Financial Services Group 12,000 shares | — | — | — | $2.3M | 0.6% | |
| Johnson & Johnson 15,000 shares | — | — | — | $2.2M | 0.6% | |
| Vanguard Target Retirement 2055 | — | — | — | $2.1M | 0.6% | |
| Duke Energy Corporation 18,950 shares | — | — | — | $2.0M | 0.6% | |
| Advanced Micro Devices, Inc. 16,500 shares | — | — | — | $2.0M | 0.6% | |
| Marsh & McLennan Companies, Inc. 9,200 shares | — | — | — | $2.0M | 0.5% | |
| Artisan High Income Institutional Fund | — | — | — | $1.8M | 0.5% | |
| Chipotles Mexican Grill, Inc. 29,000 shares | — | — | — | $1.7M | 0.5% | |
| Lilly (Eli) & Company 2,000 shares | — | — | — | $1.5M | 0.4% | |
| Servicenow, Inc. 1,200 shares | — | — | — | $1.3M | 0.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.1M | 0.3% | |
| Vanguard Intermediate Bond Index Fund | — | — | — | $1.1M | 0.3% | |
| Honeywell International, Inc. 1,000,000 units, 4.950%, due 2/15/28 | — | — | — | $1.0M | 0.3% | |
| John Deere Capital Corporation 1,000,000 units, 4.750%, due 1/20/28 | — | — | — | $1.0M | 0.3% | |
| Cisco Systems, Inc. 1,000,000 units, 4.950%, due 2/26/31 | — | — | — | $1.0M | 0.3% | |
| Cummins, Inc. 1,000,000 units, 5.150%, due 2/20/34 | — | — | — | $1.0M | 0.3% | |
| Eaton Corporation PLC 3,000 shares | — | — | — | $996K | 0.3% | |
| State Street Corporation 1,000,000 units, 3.550%, due 8/18/25 | — | — | — | $994K | 0.3% | |
| Simon Property Group LP 1,000,000 units, 3.500%, due 9/01/25 | — | — | — | $993K | 0.3% | |
| Royal BK CDA Global Medium 1,000,000 units, 1.150%, due 6/10/25 | — | — | — | $985K | 0.3% | |
| Home Depot, Inc. 1,000,000 units, 3.000%, due 4/01/26 | — | — | — | $982K | 0.3% | |
| Air Products and Chemicals, Inc. 1,000,000 units, 4.800%, due 3/3/33 | — | — | — | $981K | 0.3% | |
| United States Treasury Note 1,000,000 units, 3.875%, due 9/30/29 | — | — | — | $978K | 0.3% | |
| Total Capital 1,000,000 units, 3.883%, due 10/11/28 | — | — | — | $972K | 0.3% | |
| United States Treasury Note 1,000,000 units, 0.250%, due 9/30/25 | — | — | — | $971K | 0.3% | |
| Exxon Mobil Corporation 1,000,000 units, 2.275%, due 8/16/26 | — | — | — | $967K | 0.3% | |
| United States Treasury Note 1,000,000 units, 2.375%, due 5/15/27 | — | — | — | $958K | 0.3% | |
| United States Treasury Note 1,000,000 units, 1.625%, due 10/31/26 | — | — | — | $954K | 0.3% | |
| Glaxosmithkline Capital PLC 1,000,000 units, 3.375%, due 6/01/29 | — | — | — | $946K | 0.3% | |
| Vanguard Target Retirement 2065 | — | — | — | $941K | 0.3% | |
| Alleghany Corporation MD 1,000,000 units, 3.625%, due 5/15/30 | — | — | — | $941K | 0.3% | |
| Emerson Electric Company 1,000,000 units, 1.800%, due 10/15/27 | — | — | — | $929K | 0.3% | |
| Eaton Vance Eaton Vance Floating Rate I | — | — | — | $922K | 0.3% | |
| Kimberly-Clark Corporation 1,000,000 units, 1.050%, due 9/15/27 | — | — | — | $914K | 0.3% | |
| Public Storgage 1,000,000 units, 1.850%, due 5/01/28 | — | — | — | $912K | 0.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $911K | 0.3% | |
| United States Treasury Note 1,000,000 units, 1.250%, due 3/31/28 | — | — | — | $908K | 0.3% | |
| Shell Finance US Inc. 1,000,000 units, 2.375%, due 11/7/29 | — | — | — | $897K | 0.3% | |
| GE Areospace 5,000 shares | — | — | — | $834K | 0.2% | |
| 2/16/27 at $100 Blackrock, Inc. 1,000,000 units, 2.100%, due 2/25/32 | — | — | — | $824K | 0.2% | |
| Fidelity Large Cap Growth Index Instituational Premium | — | — | — | $773K | 0.2% | |
| Caterpillar, Inc. 2,100 shares | — | — | — | $762K | 0.2% | |
| Netflix, Inc. 600 shares | — | — | — | $535K | 0.1% | |
| Astrazeneca Finance, LLC. 500,000 units, 4.875%, due 3/3/28 | — | — | — | $503K | 0.1% | |
| United States Treasury Note 500,000 units, 2.750%, due 2/28/25 | — | — | — | $499K | 0.1% | |
| Westpac BKG Corporation Global 500,000 units, 3.735%, due 8/26/25 | — | — | — | $497K | 0.1% | |
| Chevron Corporation 500,000 units, 2.954%, due 5/16/26 | — | — | — | $490K | 0.1% | |
| Johnson & Johnson 500,000 units, 2.450%, due 3/01/26 | — | — | — | $489K | 0.1% | |
| Target Corporation 500,000 units, 2.500%, due 4/15/26 | — | — | — | $488K | 0.1% | |
| Equinor ASA 500,000 units, 3.000%, due 4/06/27 | — | — | — | $485K | 0.1% | |
| TJX Cos Inc New Senior 500,000 units, 2.250%, due 9/15/26 | — | — | — | $482K | 0.1% | |
| Merck & Co., Inc. New 500,000 units, 3.400%, due 3/07/29 | — | — | — | $476K | 0.1% | |
| 3/27/27 at $100 United Health Group Inc. 500,000 units, 2.875%, due 8/15/29 | — | — | — | $460K | 0.1% | |
| Uber Technologies, Inc. 7,000 shares | — | — | — | $422K | 0.1% | |
| participant account balance -0- | — | — | — | $74K | <0.1% | |
| G2 3691 36,046.850 units, 5.500%, due 3/20/35 | — | — | — | $37K | <0.1% | |
| FN 848491 8,854.200 units, 5.500%, due 12/01/35 | — | — | — | $9K | <0.1% |
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