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Original filing (PDF)20251002103045NAL0000574672001
JACQUES MORET, INC.
Form 5500
FILING_RECEIVED
JACQUES MORET, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
235
Accounts w/ balance
328
Plan assets (EOY)
$42.8M
Net assets (EOY)
$42.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACQUES MORET, INC..
Plan sponsor
Name
JACQUES MORET, INC.
EIN
13-2812613
Address
1411 BROADWAY - 8TH FLOOR · NEW YORK, NY · 10018
Phone
(212) 736-0041
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRENDEL, BROWN & WEISSMAN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAIKEN ASSOC INC | — | WHIPPANY, NJ | THIRD PARTY ADMINISTRATO | $0 | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OP | 36-3145972 | — | SERVICE PROVIDER | $50K | — |
| FRENDEL BROWN WEISSMAN, LLP | 13-2907212 | — | SERVICE PROVIDER | $35K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $18K | — |
| LAIKEN ASSOCIATES INC. | 13-1980835 | — | SERVICE PROVIDER | $10K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
30 direct securities · 1 pooled fund· $79.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$42.3M
30 holdings
Pooled Separate Account
$37.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $37.1M | 86.7% | |
| Vanguard 500 Index Fund Admiral Shares Pooled Separate Account | — | — | — | $9.3M | 21.7% | |
| Voya Money Market Fund A (Holding Account) Money Market Account ** 193 *JPMorgan Large Cap Growth Fund Class R6 Pooled Separate Account | — | — | — | $6.1M | 14.3% | |
| Voya Fixed Account Fixed Income Account | — | — | — | $3.3M | 7.7% | |
| Voya Fixed Account A Fixed Income Account | — | — | — | $2.3M | 5.3% | |
| American Funds New Perspective Funds Class R6 Pooled Separate Account | — | — | — | $2.2M | 5.2% | |
| T. Rowe Price Retirement 2035 Fund Class G Pooled Separate Account | — | — | — | $2.2M | 5.0% | |
| T. Rowe Price Retirement 2055 Fund Class G Pooled Separate Account | — | — | — | $1.6M | 3.8% | |
| T. Rowe Price Retirement 2040 Fund Class G Pooled Separate Account | — | — | — | $1.3M | 3.1% | |
| MFS International Diversification Fund Class R6 Pooled Separate Account | — | — | — | $1.2M | 2.9% | |
| T. Rowe Price Retirement 2045 Fund Class G Pooled Separate Account | — | — | — | $1.1M | 2.5% | |
| Federated Hermes Total Return Bond Fund Pooled Separate Account | — | — | — | $1.0M | 2.4% | |
| American Century Small Cap Growth Fund Class R6 Pooled Separate Account | — | — | — | $942K | 2.2% | |
| Allspring Special Mid Cap Value Fund Class R6 Pooled Separate Account | — | — | — | $920K | 2.1% | |
| American Funds American Balanced Fund Class R6 Pooled Separate Account | — | — | — | $910K | 2.1% | |
| T. Rowe Price Retirement 2020 Fund Class G Pooled Separate Account | — | — | — | $904K | 2.1% | |
| T. Rowe Price Retirement 2025 Fund Class G Pooled Separate Account | — | — | — | $847K | 2.0% | |
| PIMCO Real Return Fund Institutional Class Pooled Separate Account | — | — | — | $716K | 1.7% | |
| DFA U.S. Targeted Value Portfolio - Institutional Class Pooled Separate Account | — | — | — | $699K | 1.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares Pooled Separate Account | — | — | — | $685K | 1.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares Pooled Separate Account | — | — | — | $642K | 1.5% | |
| The Hartford Equity Income Fund Class R6 Pooled Separate Account | — | — | — | $613K | 1.4% | |
| PIMCO Income Fund Institutional Class Pooled Separate Account | — | — | — | $546K | 1.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Pooled Separate Account | — | — | — | $499K | 1.2% | |
| T. Rowe Price Retirement 2060 Fund Class G Pooled Separate Account | — | — | — | $470K | 1.1% | |
| American Funds New World Fund Class R6 Pooled Separate Account | — | — | — | $340K | 0.8% | |
| T. Rowe Price Retirement 2050 Fund Class G Pooled Separate Account | — | — | — | $334K | 0.8% | |
| T. Rowe Price Retirement 2030 Fund Class G Pooled Separate Account | — | — | — | $321K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund Inc. Class Z Pooled Separate Account | — | — | — | $138K | 0.3% | |
| due through 2029 0 | — | — | — | $132K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund Class G Pooled Separate Account | — | — | — | $23K | <0.1% |
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