· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JONES & VINING, INC. — JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002142553NAL0001456898001
JONES & VINING, INC.
Form 5500-SF
FILING_RECEIVED
JONES & VINING, INC EMPLOYEES SAVINGS AND PS PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
53
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
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
JONES & VINING, INC.
.
Find decision makers
Plan sponsor
Name
JONES & VINING, INC.
EIN
04-6077045
Address
1115 WEST CHESTNUT STREET · BROCKTON, MA · 02301
Phone
(508) 232-7470
Industry
Manufacturing
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
2025-10-02
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)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
DR. SHRINK, INC.
DR. SHRINK, INC. 401(K) PLAN
$6.2M · 21 participants
MAYFAIR PLASTICS, INC.
MAYFAIR PLASTICS, INC. PROFIT SHARING 401(K) PLAN
$6.2M · 116 participants
KAMPEL ENTERPRISES, INC.
KAMPEL ENTERPRISES, INC. PROFIT SHARING PLAN
$6.2M · 34 participants
RIMTEC CORPORAT ION 401(K) SAVINGS
RIMTEC CORPORATION 401(K) SAVINGS PLAN
$6.2M · 29 participants
MEDICAL EXTRUSION TECHNOLOGIES, INC.
MEDICAL EXTRUSION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.2M · 133 participants
M & M INDUSTRIES INC
M & M INDUSTRIES INC 401(K) PROFIT SHARING PLAN
$6.3M · 493 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
