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Original filing (PDF)20251014121619NAL0001360531001
JM TEST SYSTEMS, LLC
Form 5500
FILING_RECEIVED
JM TEST SYSTEMS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
516
Accounts w/ balance
563
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 56% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JM TEST SYSTEMS, LLC.
Plan sponsor
Name
JM TEST SYSTEMS, LLC
EIN
92-0636105
Address
7323 TOM DRIVE · BATON ROUGE, LA · 70806
Phone
(225) 925-2029
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LAPORTE CPAS & BUSINESS ADVISORS
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 | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | ADVISOR | $60K | — |
Investments
26 direct securities· $18.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- Identity of Issue, Borrower, Current Interest Lessor, or Similar Party Description of Investment Cost Value Mutual Funds T. Rowe Price Retirement 2035 | — | — | — | $1.9M | 9.9% | |
| T. Rowe Price Retirement 2020 | — | — | — | $1.7M | 8.9% | |
| T. Rowe Price Retirement 2030 | — | — | — | $1.5M | 7.8% | |
| T. Rowe Price Retirement 2040 | — | — | — | $1.3M | 7.0% | |
| T. Rowe Price Retirement 2045 | — | — | — | $1.3M | 6.8% | |
| Mairs & Power Growth | — | — | — | $1.1M | 5.9% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $1.1M | 5.9% | |
| Money Market * Fidelity Money Market Trust Retirement Money Market Portfolio | — | — | — | $1.1M | 5.7% | |
| T. Rowe Price Retirement 2060 | — | — | — | $810K | 4.3% | |
| Mairs & Power MidCap Fund Institutional | — | — | — | $756K | 4.0% | |
| Fidelity 500 Index | — | — | — | $748K | 4.0% | |
| T. Rowe Price Retirement 2025 | — | — | — | $699K | 3.7% | |
| T. Rowe Price Retirement 2055 | — | — | — | $659K | 3.5% | |
| T. Rowe Price Retirement 2050 | — | — | — | $599K | 3.2% | |
| Victory SmallCap Growth R6 | — | — | — | $599K | 3.2% | |
| Vanguard Index Admiral Shares | — | — | — | $537K | 2.9% | |
| MFS MidCap Value R4 | — | — | — | $390K | 2.1% | |
| MFS Value R6 | — | — | — | $309K | 1.6% | |
| American Funds EuroPacific Growth R6 | — | — | — | $298K | 1.6% | |
| American Century Small Cap Value R6 | — | — | — | $263K | 1.4% | |
| T. Rowe Price Retirement 2015 | — | — | — | $250K | 1.3% | |
| Fidelity Select Energy | — | — | — | $214K | 1.1% | |
| Dodge & Cox International Stock | — | — | — | $96K | 0.5% | |
| Pioneer Bond Y | — | — | — | $91K | 0.5% | |
| T. Rowe Price Retirement Balanced | — | — | — | $70K | 0.4% | |
| Lord Abbott Short Duration Income | — | — | — | $23K | 0.1% |
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