Original filing (PDF)20241015135102NAL0057929010001

GORDON & JACK LTD.

Name: GORDON & JACK LTD. — GORDON & JACK LTD. 401(K) SAVINGS PLAN, Form 5500 (2023)
Creator: GORDON & JACK LTD.

Form 5500-SF

FILING_RECEIVED

GORDON & JACK LTD. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 GORDON & JACK LTD..

Plan sponsor

Name

GORDON & JACK LTD.

EIN

11-2389499

Address

772 NEW YORK AVE · HUNTINGTON, NY · 117434443

Phone

(631) 421-1577

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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