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Original filing (PDF)20251014112619NAL0005620594001
JACKSON GROUP PETERBILT, INC.
Form 5500
FILING_RECEIVED
JACKSON GROUP PETERBILT, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
836
Accounts w/ balance
1,135
Plan assets (EOY)
$30.6M
Net assets (EOY)
$30.5M
How this plan invests
This plan
33 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 JACKSON GROUP PETERBILT, INC..
Plan sponsor
Name
JACKSON GROUP PETERBILT, INC.
EIN
87-0621494
Address
P.O. BOX 27634 · SALT LAKE CITY, UT · 841270634
Phone
(801) 464-8262
Industry
Retail 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
2025-10-14
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CMP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES, LLC | — | WEST JORDAN, UT | TPA | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | MONEY MANAGER | $54K | — |
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT COMPANY | $3K | — |
Investments
32 direct securities· $30.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Life Insurance Company Vngrd Trgt Rtrmt 2045 Inv | — | — | — | $3.3M | 10.9% | |
| Nationwide Life Insurance Company Vngrd Trgt Rtrmt 2035 Inv | — | — | — | $3.3M | 10.7% | |
| Nationwide Life Insurance Company Vngrd Trgt Rtrmt 2030 Inv | — | — | — | $3.2M | 10.5% | |
| Nationwide Life Insurance Company Vngrd Trgt Rtrmt 2050 Inv | — | — | — | $3.2M | 10.4% | |
| Nationwide Life Insurance Company Vngrd Trgt Rtrmt 2055 Inv | — | — | — | $2.7M | 8.9% | |
| Nationwide Life Insurance Company Vngrd Trgt Rtrmt 2040 Inv | — | — | — | $2.6M | 8.6% | |
| Nationwide Life Insurance Company Vngrd Trgt Rtrmt 2025 Inv | — | — | — | $2.6M | 8.5% | |
| Nationwide Life Insurance Company Vngrd Trgt Rtrmt 2060 Inv | — | — | — | $2.0M | 6.6% | |
| Nationwide Life Insurance Company Vngrd Trgt Rtrmt 2065 Inv | — | — | — | $1.2M | 3.8% | |
| Nationwide Life Insurance Company Fid 500 Indx | — | — | — | $1.1M | 3.7% | |
| maturing from 2025 to 2054 | — | — | — | $935K | 3.1% | |
| Prudential Individual Annuities | — | — | — | $860K | 2.8% | |
| Jackson National Life Insurance Company Individual Annuities | — | — | — | $470K | 1.5% | |
| Nationwide Life Insurance Company JPM LgCap Gr R6 | — | — | — | $437K | 1.4% | |
| Nationwide Life Insurance Company AmFds Wshngtn Mut Inv R6 | — | — | — | $242K | 0.8% | |
| Nationwide Life Insurance Company NW FXD SEL OPTN | — | — | — | $239K | 0.8% | |
| Nationwide Life Insurance Company Prncpl MdCap Gr Inst | — | — | — | $239K | 0.8% | |
| Nationwide Life Insurance Company Vngrd Trgt Rtrmt 2020 Inv | — | — | — | $222K | 0.7% | |
| Nationwide Life Insurance Company JPM Md Cap Val R6 | — | — | — | $207K | 0.7% | |
| Nationwide Life Insurance Company MFS Intl Gr R6 | — | — | — | $199K | 0.6% | |
| Nationwide Life Insurance Company Vngrd Trgt Rtrmt 2070 Inv | — | — | — | $195K | 0.6% | |
| Nationwide Life Insurance Company GdmnScs Sm CpVal Inshts | — | — | — | $191K | 0.6% | |
| Nationwide Life Insurance Company Fid Mdcap Indx | — | — | — | $176K | 0.6% | |
| Nationwide Life Insurance Company JnsHndrsn Triton N | — | — | — | $111K | 0.4% | |
| Nationwide Life Insurance Company AmFds New Wld R6 | — | — | — | $86K | 0.3% | |
| Nationwide Life Insurance Company Fid Smcap Indx | — | — | — | $85K | 0.3% | |
| Nationwide Life Insurance Company Vngrd Inst Trgt Rtrmt Inc | — | — | — | $76K | 0.2% | |
| Nationwide Life Insurance Company JPM Eq Inc R6 | — | — | — | $72K | 0.2% | |
| Nationwide Life Insurance Company PGIM Ttl Rtn Bd Z | — | — | — | $58K | 0.2% | |
| Nationwide Life Insurance Company Fid Int Indx | — | — | — | $28K | <0.1% | |
| Nationwide Life Insurance Company Prncpl Hi Yld Inst | — | — | — | $28K | <0.1% | |
| Nationwide Life Insurance Company Fed Hrms Gov Oblgtns Prmr | — | — | — | $27K | <0.1% |
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