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KL JACK & COMPANY — K.L. JACK 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250210080923NAL0031456880001
KL JACK & COMPANY
Form 5500-SF
FILING_RECEIVED
K.L. JACK 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
37
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KL JACK & COMPANY
.
Find decision makers
Plan sponsor
Name
KL JACK & COMPANY
EIN
01-0422707
Address
145 WARREN AVENUE · PORTLAND, ME · 04103
Phone
(207) 878-3600
Industry
Wholesale Trade
see 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
2025-02-10
Pension benefit codes
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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