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Original filing (PDF)20251013073746NAL0000348307001
JADEX INC.
Form 5500
FILING_RECEIVED
JADEX INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
1,326
Accounts w/ balance
1,818
Plan assets (EOY)
$85.9M
Net assets (EOY)
$85.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 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
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JADEX INC..
Plan sponsor
Name
JADEX INC.
EIN
83-4045964
Address
1303 SOUTH BATESVILLE ROAD · GREER, SC · 29650
Phone
(218) 821-3389
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS
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 | $162K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Investments
29 direct securities · 2 pooled funds· $87.4M(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.
Uncategorized
$85.9M
29 holdings
Common Collective Trust
$1.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 K6 | — | — | — | $13.7M | 15.9% | |
| Fidelity 500 Index | — | — | — | $9.7M | 11.3% | |
| Fidelity Freedom 2030 K6 | — | — | — | $9.1M | 10.6% | |
| Fidelity Freedom 2040 K6 | — | — | — | $6.7M | 7.8% | |
| Fidelity Freedom 2025 K6 | — | — | — | $6.3M | 7.3% | |
| Fidelity Freedom 2045 K6 | — | — | — | $5.9M | 6.9% | |
| Fidelity Freedom 2050 K6 | — | — | — | $4.5M | 5.3% | |
| Fidelity Freedom 2055 K6 | — | — | — | $4.0M | 4.6% | |
| Fidelity Freedom 2060 K6 | — | — | — | $3.4M | 4.0% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $2.7M | 3.2% | |
| Fidelity Government Market K6 | — | — | — | $2.5M | 2.9% | |
| Various Self-Directed Brokerage Accounts | — | — | — | $2.3M | 2.7% | |
| Great Gray Trust Company AB US Large Growth W CIT G ** 846 T. Rowe Price Small Capital Stock I | — | — | — | $2.1M | 2.4% | |
| Fidelity Extended Market Index | — | — | — | $2.1M | 2.4% | |
| Vanguard US Growth Admin | — | — | — | $1.8M | 2.1% | |
| Fidelity US Bond Index | — | — | — | $1.6M | 1.9% | |
| Wells Fargo Bank, N.A. Galliard Stable Return Fund C | — | — | — | $1.5M | 1.7% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.7% | |
| Fidelity Freedom 2020 K6 | — | — | — | $1.2M | 1.4% | |
| MFS International Growth R6 | — | — | — | $1.0M | 1.2% | |
| Fidelity Freedom 2065 K6 | — | — | — | $1.0M | 1.2% | |
| Fidelity Freedom 2015 K6 | — | — | — | $898K | 1.0% | |
| Fidelity Total International Index | — | — | — | $821K | 1.0% | |
| JP Morgan Equity Income R6 | — | — | — | $446K | 0.5% | |
| Fidelity Total Bond K6 | — | — | — | $259K | 0.3% | |
| Fidelity Freedom 2010 K6 | — | — | — | $220K | 0.3% | |
| Fidelity Freedom Income K6 | — | — | — | $196K | 0.2% | |
| FLKN Small Capital Value R6 | — | — | — | $134K | 0.2% | |
| Dodge & Cox Stock X | — | — | — | $10K | <0.1% | |
| Fidelity Freedom 2070 K6 | — | — | — | $9K | <0.1% | |
| AB US LG GR W CIT G GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $846 | <0.1% |
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