Original filing (PDF)20250828145050NAL0005634131001

JCM Industries, Inc.

Name: JCM Industries, Inc. — JCM Industries, Inc. DBA, Form 5500 (2024)
Creator: JCM Industries, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JCM Industries, Inc. DBA Advance Storage Products 401(k) Profit Sharing Plan

401(k) retirement plan · JCM Industries, Inc.'s JCM Industries, Inc. DBA Advance Storage Products 401(k) Profit Sharing Plan held $15.7M in plan assets for 279 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

279

Accounts w/ balance

337

Plan assets (EOY)

$15.7M

Net assets (EOY)

$15.7M

How this plan invests

This plan

28 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

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

Plan sponsor

Name

JCM INDUSTRIES, INC.

DBA

ADVANCE STORAGE PRODUCTS

EIN

95-2661810all filings

Address

15302 PIPELINE LANE · HUNTINGTON BEACH, CA · 92649

Phone

(714) 902-9000

Industry

Manufacturing

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

2025-08-28

Pension benefit codes

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	INVESTMENT ADVISOR	$28K	—

Investments

28 direct securities· $15.7M(100% of reported assets)

Mutual Funds

$10.6M

17 holdings

Other securities

$2.8M

6 holdings

Common Collective Trusts

$2.0M

4 holdings

Bonds / Notes

$336K

1 holding

					% of plan
Fidelity Investments Freedom 2040 Fund	Mutual Funds	—	—	$1.9M	12.3%
J.P. Morgan JPMorgan Large Cap Growth R5	Other securities	—	—	$1.7M	10.9%
Fidelity Investments 500 Index Fund	Common Collective Trusts	—	—	$1.4M	9.1%
Fidelity Investments Freedom 2035 Fund	Mutual Funds	—	—	$1.2M	7.6%
Fidelity Investments Freedom 2030 Fund	Mutual Funds	—	—	$934K	6.0%
Fidelity Investments Government Money Market Fund - Class K6	Mutual Funds	—	—	$903K	5.8%
Fidelity Investments Freedom 2020 Fund	Mutual Funds	—	—	$853K	5.5%
Fidelity Investments Balanced Fund	Mutual Funds	—	—	$771K	4.9%
Fidelity Investments Freedom 2050 Fund	Mutual Funds	—	—	$701K	4.5%
Fidelity Investments Freedom 2025 Fund	Mutual Funds	—	—	$655K	4.2%
Fidelity Investments Freedom 2045 Fund	Mutual Funds	—	—	$654K	4.2%
Fidelity Investments Freedom 2055 Fund	Mutual Funds	—	—	$619K	4.0%
Fidelity Investments Freedom 2060 Fund	Mutual Funds	—	—	$618K	3.9%
Fidelity Investments Total Bond Fund	Mutual Funds	—	—	$462K	3.0%
J.P. Morgan J.P. Morgan Equity Income Fund	Other securities	—	—	$444K	2.8%
Allspring Global Investments Allspring Special Mid Cap Value Fund	Other securities	—	—	$381K	2.4%
Notes receivable from participants Interest rates at 4.50% - 8.75% -	Bonds / Notes	—	—	$336K	2.1%
Fidelity Investments Small Cap Index Fund	Common Collective Trusts	—	—	$299K	1.9%
Goldman Sachs Goldman Sachs GQG Partners International Opportunities	Other securities	—	—	$195K	1.2%
Fidelity Investments Freedom 2065 Fund	Mutual Funds	—	—	$139K	0.9%
Fidelity Investments Mid Cap Index Fund	Common Collective Trusts	—	—	$129K	0.8%
Fidelity Investments International Index Fund	Common Collective Trusts	—	—	$112K	0.7%
Fidelity Investments Freedom Income Fund	Mutual Funds	—	—	$94K	0.6%
Janus Henderson Janus Henderson Enterprise Fund Class I	Mutual Funds	—	—	$53K	0.3%
T. Rowe Price T. Rowe Price QM U.S. Small Cap Growth Equity Fund	Other securities	—	—	$43K	0.3%
Victory Portfolios Victory Integrity Small Cap Value Fund	Other securities	—	—	$17K	0.1%
Fidelity Investments Freedom 2015 Fund	Mutual Funds	—	—	$15K	<0.1%
Fidelity Investments Freedom 2070 Fund	Mutual Funds	—	—	$2K	<0.1%