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Original filing (PDF)20251010113114NAL0012459632001
JUPITER I, L.L.C.
Form 5500
FILING_RECEIVED
JUPITER I, L.L.C. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
856
Accounts w/ balance
823
Plan assets (EOY)
$35.5M
Net assets (EOY)
$35.5M
How this plan invests
This plan
27 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUPITER I, L.L.C..
Plan sponsor
Name
JUPITER I, L.L.C.
EIN
84-1454189
Address
9900 E 51ST AVE · DENVER, CO · 802382430
Phone
(303) 574-1115
Industry
Wholesale Tradesee 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
2025-10-10
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE AND MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $111K | — |
Investments
29 direct securities · 27 pooled funds· $57.7M(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
$27.8M
29 holdings
Common Collective Trust
$20.7M
15 holdings
Pooled Separate Account
$9.3M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $4.8M | 13.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.3M | 12.0% | |
| Prin MidCap Sep Acct-Z | — | — | $0 | $4.3M | 12.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.6M | 10.2% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $3.6M | 10.2% | |
| Prin LifeTime Hybr 2025 CIT Z | — | — | $0 | $3.5M | 9.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.5M | 9.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.9M | 5.4% | |
| Prin LifeTime Hybr 2020 CIT Z | — | — | $0 | $1.9M | 5.4% | |
| Prin SmCap Growth I Sep Acct-Z | — | — | $0 | $1.7M | 4.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 4.9% | |
| Prin LifeTime Hybr 2015 CIT Z | — | — | $0 | $1.7M | 4.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 4.4% | |
| Prin Liquid Assets Sep Acct-Z | — | — | $0 | $1.6M | 4.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.5M | 4.3% | |
| Principal Div Real Asset SA-Z | — | — | $0 | $1.5M | 4.3% | |
| T Rowe Price Mid-Cap Gr Fund | — | — | $0 | $1.4M | 4.1% | |
| Principal Stable Value Z Fund | — | — | $0 | $1.2M | 3.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | $0 | $1.1M | 3.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1000K | 2.8% | |
| Prin LargeCap Growth I SA-Z | — | — | $0 | $1000K | 2.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $698K | 2.0% | |
| Participant Loans | — | — | $0 | $677K | 1.9% | |
| Prin Core Plus Bond Sep Acct-Z | — | — | $0 | $576K | 1.6% | |
| Vanguard Equity-Inc Adm Fund | — | — | $0 | $528K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $519K | 1.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $519K | 1.5% | |
| Prin LifeTime Hybr Inc CIT Z | — | — | $0 | $519K | 1.5% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $486K | 1.4% | |
| Prin LgCp S&P 500 Index SA-Z | — | — | $0 | $486K | 1.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $449K | 1.3% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $217K | 0.6% | |
| Prin LifeTime Hybr 2040 CIT Z | — | — | $0 | $217K | 0.6% | |
| Vanguard GNMA Admiral Fund | — | — | $0 | $211K | 0.6% | |
| Prin LifeTime Hybr 2060 CIT Z | — | — | $0 | $165K | 0.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $165K | 0.5% | |
| Vanguard L-T Treasury Adm Fd | — | — | $0 | $161K | 0.5% | |
| Prin LifeTime Hybr 2045 CIT Z | — | — | $0 | $158K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $158K | 0.4% | |
| Prin Intl Equity Index SA-Z | — | — | $0 | $131K | 0.4% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $119K | 0.3% | |
| Prin Intl SmallCap Sep Acct-Z | — | — | $0 | $119K | 0.3% | |
| Prin LifeTime Hybr 2055 CIT Z | — | — | $0 | $119K | 0.3% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $119K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $106K | 0.3% | |
| Prin LifeTime Hybr 2065 CIT Z | — | — | $0 | $106K | 0.3% | |
| Prin Bond Market Index SA-Z | — | — | $0 | $52K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $52K | 0.1% | |
| American Century Ultra I Fd | — | — | $0 | $44K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $44K | 0.1% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $16K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $16K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $11K | <0.1% | |
| Fidelity Small Cap Value Fund | — | — | $0 | $11K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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