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Original filing (PDF)20251015161122NAL0010231746001
JASPERS FOOD MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
MMG CONSOLIDATED 401(K) PLAN
401(k) retirement plan
Active participants
608
Accounts w/ balance
178
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
24 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JASPERS FOOD MANAGEMENT, INC..
Plan sponsor
Name
JASPERS FOOD MANAGEMENT, INC.
EIN
93-1105062
Address
363 HIGH STREET · EUGENE, OR · 97401
Phone
(541) 465-3966
Industry
Accommodation & Food 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
2025-10-15
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
HOWELL STRACZAK LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPG FINANCIAL ADVISORS LLC | 20-5282002 | — | INVESTMENT ADVISOR | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS | 26-1570786 | — | TPA | $4K | — |
Investments
24 direct securities· $8.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Developed Markets Index Admiral -- | — | — | — | $1.5M | 18.9% | |
| Fidelity Large Cap Growth Index Inx Prm -- | — | — | — | $1.0M | 12.8% | |
| Vanguard 500 Index Admiral -- | — | — | — | $874K | 10.9% | |
| American Funds American Funds 2045 Target R6 -- | — | — | — | $749K | 9.3% | |
| American Funds American Funds 2035 Target R6 -- | — | — | — | $613K | 7.6% | |
| American Funds American Funds 2050 Target R6 -- | — | — | — | $578K | 7.2% | |
| American Funds American Funds 2020 Target R6 -- | — | — | — | $434K | 5.4% | |
| American Funds American Funds American Balanced R6 -- | — | — | — | $335K | 4.2% | |
| American Funds American Funds 2040 Target R6 -- | — | — | — | $303K | 3.8% | |
| Vanguard Total International Bond Index Admiral T -- | — | — | — | $257K | 3.2% | |
| American Funds American Funds New Perspective R6 -- | — | — | — | $239K | 3.0% | |
| American Funds American Funds 2030 Target R6 -- | — | — | — | $239K | 3.0% | |
| American Funds American Funds 2055 Target R6 -- | — | — | — | $236K | 2.9% | |
| American Funds American Funds 2060 Target R6 -- | — | — | — | $166K | 2.1% | |
| American Funds American Funds Bond Fund of America R6 -- | — | — | — | $112K | 1.4% | |
| American Funds American Funds 2025 Target R6 -- | — | — | — | $101K | 1.2% | |
| maturing in 2034 -- | — | — | — | $63K | 0.8% | |
| The Standard Stable Asset Fund D -- | — | — | — | $60K | 0.8% | |
| Vanguard Mid Cap Index Admiral -- | — | — | — | $33K | 0.4% | |
| Hood River Hood River Small Cap Index -- 199 Schwab Small Cap Index -- | — | — | — | $31K | 0.4% | |
| American Funds American Funds 2065 Target R6 -- | — | — | — | $29K | 0.4% | |
| American Funds American Funds 2015 Target R6 -- | — | — | — | $20K | 0.2% | |
| JP Morgan JP Morgan Mid Cap Growth R6 -- | — | — | — | $9K | 0.1% | |
| Interest Identity of Issuer Description of Investment Cost** Value American Funds American Funds 2010 Target R6 -- | — | — | — | $2K | <0.1% |