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Original filing (PDF)20250924050323NAL0010156930001
JCJ BUSINESS CORP, INC.
Form 5500
FILING_RECEIVED
JCJ ARCHITECTURE 401(K) PLAN
401(k) retirement plan
Active participants
172
Accounts w/ balance
255
Plan assets (EOY)
$41.6M
Net assets (EOY)
$41.6M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JCJ BUSINESS CORP, INC..
Plan sponsor
Name
JCJ BUSINESS CORP, INC.
EIN
06-0860963
Address
120 HUYSHOPE AVE · SUITE 400 · HARTFORD, CT · 06106
Phone
(860) 240-9312
Industry
Professional & Technical Servicessee 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | 41-1416330 | — | INVESTMENT/FINANCIAL ADVI | $47K | — |
Investments
31 direct securities· $41.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $4.2M | 10.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $4.2M | 10.0% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $3.9M | 9.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.5M | 6.0% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $2.3M | 5.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.3M | 5.4% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $2.0M | 4.8% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $1.8M | 4.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 4.1% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $1.5M | 3.5% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $1.4M | 3.4% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $1.3M | 3.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 3.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $1.2M | 2.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 2.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.0M | 2.5% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $1.0M | 2.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $942K | 2.3% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $916K | 2.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $862K | 2.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $764K | 1.8% | |
| FIDELITY GOVT CASH RESERVES | Registered Investment Companies | — | — | $732K | 1.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $662K | 1.6% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $359K | 0.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $352K | 0.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $332K | 0.8% | |
| WESTERN ASSET CORE BD I | Registered Investment Companies | — | — | $313K | 0.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $243K | 0.6% | |
| T ROWE PRICE GLOBAL ALLOC I | Registered Investment Companies | — | — | $186K | 0.4% | |
| FIDELITY ADV CANADA I | Registered Investment Companies | — | — | $81K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |