Original filing (PDF)20251009101836NAL0003492003001

J.G. BOSWELL COMPANY

Name: J.G. BOSWELL COMPANY — J.G. BOSWELL COMPANY EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: J.G. BOSWELL COMPANY

Form 5500

FILING_RECEIVED

J.G. BOSWELL COMPANY EMPLOYEES' RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

285

Accounts w/ balance

Plan assets (EOY)

$63.0M

Net assets (EOY)

$62.9M

How this plan invests

This plan

8 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Knocking points off

43% of assets in employer securities.
Total administrative cost in the bottom quartile of peers (3rd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.G. BOSWELL COMPANY.

Plan sponsor

Name

J.G. BOSWELL COMPANY

EIN

95-0563800all filings

Address

101 W. WALNUT STREET · PASADENA, CA · 91103

Phone

(626) 583-3000

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1I · Frozen plan — no new benefit accrual

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

CROWE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

8 pooled funds· $26.1M(41% 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.

			% of plan
ALLSPRING CORE BOND CIT N PRINCIPAL LIFE INSURANCE COMPANY · EIN 94-3222878 / PN 001	Common Collective Trust	$16.5M	26.2%
PRINCIPAL/CAUSEWY INTR VAL CIT N WELLS FARGO BANK, N.A. · EIN 47-6375784 / PN 001	Common Collective Trust	$1.6M	2.6%
PRINCIPAL MULTI MGR SM CAP CIT N WELLS FARGO BANK, N.A. · EIN 45-6648658 / PN 001	Common Collective Trust	$1.5M	2.4%
PFG/TRP INST EQ INC MG CIT N WELLS FARGO BANK, N.A. · EIN 46-6586666 / PN 001	Common Collective Trust	$1.4M	2.2%
PRINCIPAL/MFS VALUE CIT N WELLS FARGO BANK, N.A. · EIN 45-6648640 / PN 001	Common Collective Trust	$1.4M	2.2%
PFG/TRP INST LCG MG CIT N WELLS FARGO BANK, N.A. · EIN 45-6648614 / PN 001	Common Collective Trust	$1.3M	2.1%
PRIN/AB LRG CAP GRWTH CIT N PRINCIPAL LIFE INSURANCE COMPANY · EIN 92-1443848 / PN 003	Common Collective Trust	$1.3M	2.1%
PRINCIPAL/BLCKROCK SHRT INV FND S1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 41-6292499 / PN 001	Common Collective Trust	$1.1M	1.7%