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Original filing (PDF)20251007052827NAL0004216865001
JET PARTS ENGINEERING LLC
Form 5500
FILING_RECEIVED
JPE HOLDINGS 401(K) PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
164
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
24 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JET PARTS ENGINEERING LLC.
Plan sponsor
Name
JET PARTS ENGINEERING LLC
EIN
91-1647938
Address
4772 OHIO AVENUE SOUTH · SEATTLE, WA · 98134
Phone
(206) 387-4758
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
2025-10-07
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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
Investments
22 direct securities · 3 pooled funds· $12.7M(99% 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.
Registered Investment Companies
$12.4M
22 holdings
Common Collective Trust
$356K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.5M | 19.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 11.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 10.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 10.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 10.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.0M | 8.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $706K | 5.5% | |
| AMERFUNDS 2015 TARG DATERET R6 14 REGISTERED INVESTMENT COMPANY AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $577K | 4.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $364K | 2.8% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $294K | 2.3% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $243K | 1.9% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $241K | 1.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $231K | 1.8% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $165K | 1.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $143K | 1.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $121K | 0.9% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $117K | 0.9% | |
| MID CAP VAL R1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $113K | 0.9% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $80K | 0.6% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $66K | 0.5% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $56K | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $48K | 0.4% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $43K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $13K | <0.1% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $345 | <0.1% |
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