Original filing (PDF)20251015144252NAL0002590467001

JONES LUMBER COMPANY, INC

Name: JONES LUMBER COMPANY, INC — JONES LUMBER COMPANY, INC PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: JONES LUMBER COMPANY, INC

Form 5500

FILING_RECEIVED

JONES LUMBER COMPANY, INC PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

136

Accounts w/ balance

101

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JONES LUMBER COMPANY, INC

EIN

95-0885570

Address

PO BOX 40 · LYNWOOD, CA · 902620040

Phone

(323) 564-6656

Industry

Retail Tradesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$10K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC WEALTH MANAGEMENT	41-1416330	—	NONE	$32K	—

Investments

20 direct securities· $15.0M(100% of reported assets)

Other securities

$14.3M

18 holdings

Cash / Money Market

$460K

1 holding

Participant loans

$271K

1 holding

					% of plan
American Funds Fundamental Inv R4 American Funds 0	Other securities	—	—	$3.6M	24.2%
American Funds Growth Fund of Amer R4 American Funds 0	Other securities	—	—	$2.8M	18.6%
American Funds Washington Mutual R4 American Funds 0	Other securities	—	—	$1.5M	9.9%
American Funds Trgt Date Ret 2030 R4 American Funds 0	Other securities	—	—	$1.5M	9.8%
American Funds American Balanced R4 American Funds 0	Other securities	—	—	$1.4M	9.5%
American Funds Trgt Date Ret 2035 R4 American Funds 0	Other securities	—	—	$805K	5.4%
American Eupac R4 American Eupac 0	Other securities	—	—	$573K	3.8%
Principal LargeCap S&P 500 Index R5 Principal 0	Other securities	—	—	$573K	3.8%
American Funds U.S. Govt Money Mkt R4 American Funds 0	Cash / Money Market	—	—	$460K	3.1%
American Funds Trgt Date Ret 2055 R4 American Funds 0	Other securities	—	—	$352K	2.3%
American Funds Trgt Date Ret 2040 R4 American Funds 0	Other securities	—	—	$338K	2.3%
American Funds SMALLCAP World R4 American Funds 0	Other securities	—	—	$323K	2.2%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$271K	1.8%
American Funds Trgt Date Ret 2050 R4 American Funds 0	Other securities	—	—	$173K	1.1%
American Funds Bond Fund of Amer R4 American Funds 0	Other securities	—	—	$155K	1.0%
American Funds Trgt Date Ret 2045 R4 American Funds 0	Other securities	—	—	$152K	1.0%
American Funds Trgt Date Ret 2010 R4 American Funds 0	Other securities	—	—	$16K	0.1%
American Funds Trgt Date Ret 2025 R4 American Funds 0	Other securities	—	—	$15K	<0.1%
American Funds Trgt Date Ret 2015 R4 American Funds 0 333 American Funds Trgt Date Ret 2020 R4 American Funds 0	Other securities	—	—	$6K	<0.1%
Contribution Account Ascensus Trust Company 0	Other securities	—	—	$5K	<0.1%