Original filing (PDF)20250716091824NAL0004603136001

THE JOESTER LORIA GROUP LLC

Name: THE JOESTER LORIA GROUP LLC — JOESTER LORIA GROUP LLC 401(K) PLAN, Form 5500 (2024)
Creator: THE JOESTER LORIA GROUP LLC

Form 5500-SF

FILING_RECEIVED

JOESTER LORIA GROUP LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 THE JOESTER LORIA GROUP LLC.

Plan sponsor

Name

THE JOESTER LORIA GROUP LLC

EIN

13-4077641

Address

30 IRVING PL FL 10 · NEW YORK, NY · 100032303

Phone

(212) 683-8350

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

THE JOESTER LORIA GROUP LLC

EIN

13-4077641

City

NEW YORK, NY

Phone

(212) 683-8350

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

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

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

INTEGRATED SECURITY SOLUTIONS, INC.

ISS, INC. 401(K) PLAN

$6.5M · 123 participants

TAPIA QUALITY PRODUCTS

TAPIA QUALITY PRODUCTS DEFINED BENEFIT PLAN

$6.5M · 3 participants

HICKS PARTNERS LLC

HICKS PARTNERS LLC 401(K) PROFIT SHARING PLAN

$6.5M · 8 participants

PARTITION PLUS, INC.

PARTITION PLUS, INC. 401(K) PROFIT SHARING PLAN

$6.6M · 38 participants

MIDWEST STONE MANAGEMENT

MIDWEST STONE MANAGEMENT 401(K) PLAN