Original filing (PDF)20251010074007NAL0007338257001

JK INVESTMENT GROUP

Name: JK INVESTMENT GROUP — JK INVESTMENT GROUP 401(K) PLAN, Form 5500 (2024)
Creator: JK INVESTMENT GROUP

Form 5500-SF

FILING_RECEIVED

JK INVESTMENT GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JK INVESTMENT GROUP.

Plan sponsor

Name

JK INVESTMENT GROUP

EIN

01-0569846

Address

6050 OAKTREE BLVD · INDEPENDENCE, OH · 44131

Phone

(216) 642-8242

Industry

Finance & Insurancesee 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

2025-10-10

Pension benefit codes

2E · Profit-sharing

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

2J · 401(k) feature

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

VANTAGE FINANCIAL

VANTAGE FINANCIAL 401(K) PLAN

$1.6M · 21 participants

ARQ WEALTH ADVISORS, LLC

ARQ WEALTH ADVISORS, LLC 401K

$1.6M · 11 participants

PALMETTO INVESTMENT CONSULTANTS, LLC

PALMETTO INVESTMENT CONSULTANTS 401(K) PLAN

$1.6M · 4 participants

SPECTRUM FINANCIAL ALLIANCE, LTD., LLC

SPECTRUM FINANCIAL ALLIANCE, LTD, LLC 401(K) PLAN

$1.6M · 9 participants

OAK HARVEST FINANCIAL GROUP

OAK HARVEST 401(K) PLAN

$1.6M · 43 participants