How big is JAKE Kaplan's Limited's plan?

JAKE Kaplan's Limited's plan reported $7.3M in assets and 292 participants for 2024.

Original filing (PDF)20251014095557NAL0001203779001

JAKE Kaplan's Limited

Name: JAKE Kaplan's Limited — JAKE Kaplan's Limited 401(k), Form 5500 (2024)
Creator: JAKE Kaplan's Limited
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JAKE Kaplan's Limited 401(k) Plan

401(k) retirement plan · JAKE Kaplan's Limited's JAKE Kaplan's Limited 401(k) Plan held $7.3M in plan assets for 292 participants in 2024, with Fidelity as recordkeeper.

Signals · 4

Late participant contributionsPossibly inadequate fidelity bond100% in single holdingCorrective distributions issued

Active participants

292

Accounts w/ balance

155

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Michael Collins signed JAKE Kaplan's Limited's 2024 Form 5500 as plan administrator.

Michael Collins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JAKE Kaplan's Limited's EIN is 05-0342304.

EIN 05-0342304

Plan number 001

Plan year 2024

ACK ID 20251014095557NAL0001203779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JAKE Kaplan's Limited from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JAKE Kaplan's Limited's plan includes a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAKE KAPLAN'S LIMITED.

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How this plan invests

This plan

1 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

Delinquent participant contributions reported (Schedule H 4a) — 97K (8% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

JAKE KAPLAN'S LIMITED

EIN

all filings

Address

1346 BALD HILL ROAD · WARWICK, RI · 02886

Phone

(781) 786-6003

Industry

Retail Trade

Plan administrator