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Original filing (PDF)20251015133032NAL0009480050001
JTB AMERICAS, LTD.
Form 5500
FILING_RECEIVED
JTB 401K PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
707
Accounts w/ balance
989
Plan assets (EOY)
$83.5M
Net assets (EOY)
$83.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JTB AMERICAS, LTD..
Plan sponsor
Name
JTB AMERICAS, LTD.
EIN
13-1994506
Address
3625 DEL AMO BLVD, SUITE 260 · TORRANCE, CA · 90503
Phone
(310) 303-3750
Industry
Other Services (ex. Public Admin)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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $56K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities· $83.5M(100% of reported assets)
Uncategorized
$67.5M
28 holdings
Mutual Funds
$16.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity® 500 Index | Mutual Funds | — | — | $14.3M | 17.2% | |
| Baron Asset Inst Fund | — | — | — | $7.8M | 9.3% | |
| John Hancock US Growth Fund Class A | — | — | — | $6.5M | 7.8% | |
| T. Rowe Price Blue Chip Growth Fund | — | — | — | $4.9M | 5.9% | |
| Fidelity® FID FRDM BLD 2030 K6 | — | — | — | $4.9M | 5.9% | |
| American Funds American Mutual Fund R6 | — | — | — | $4.1M | 4.9% | |
| Fidelity® FID FRDM BLD 2025 K6 | — | — | — | $4.0M | 4.8% | |
| Manning & Nap Pro-Blend Mod Term I | — | — | — | $3.8M | 4.5% | |
| Money Market Fund * Fidelity® Money Market Fund | — | — | — | $3.8M | 4.5% | |
| Fidelity® FID FRDM BLD 2035 K6 | — | — | — | $3.6M | 4.3% | |
| Fidelity® FID FRDM BLD 2040 K6 | — | — | — | $3.6M | 4.3% | |
| Fidelity® FID FRDM BLD 2015 K6 | — | — | — | $2.8M | 3.4% | |
| PIMCO Total Return Fund Inst | — | — | — | $2.5M | 3.0% | |
| Fidelity® U.S. Bond Index | — | — | — | $2.5M | 3.0% | |
| Fidelity® FID FRDM BLD 2045 K6 | — | — | — | $2.2M | 2.6% | |
| American Funds EuroPacific Growth Fund Class R6 | — | — | — | $2.0M | 2.3% | |
| s (Continued) Royce Pennsylvania Mutual Inst Fund | Mutual Funds | — | — | $1.7M | 2.0% | |
| Fidelity® FID FRDM BLD 2020 K6 | — | — | — | $1.5M | 1.8% | |
| Fidelity® FID FRDM BLD 2050 K6 | — | — | — | $1.5M | 1.8% | |
| Fidelity® Mid Cap Index Fund | — | — | — | $1.1M | 1.3% | |
| American Funds Capital World Gwth & Inc Fund R6 | — | — | — | $953K | 1.1% | |
| Fidelity® Small Cap Index Fund | — | — | — | $870K | 1.0% | |
| Fidelity® Global ex U.S. Index Fund | — | — | — | $814K | 1.0% | |
| American Century Mid Cap Value Fund R6 | — | — | — | $684K | 0.8% | |
| Fidelity® FID FRDM BLD 2055 K6 | — | — | — | $597K | 0.7% | |
| Notes Receivable Participants * Participant Loans Interest rates ranging from 4.25% - 10.50%, | — | — | — | $380K | 0.5% | |
| Fidelity® FID FRDM BLD 2060 K6 | — | — | — | $91K | 0.1% | |
| Fidelity® FID FRDM BLD 2065 K6 | — | — | — | $8K | <0.1% | |
| Fidelity® FID FRDM BLD INC K6 | — | — | — | $7K | <0.1% | |
| Fidelity® FID FRDM BLD 2010 K6 | — | — | — | $6K | <0.1% |
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