Back to filter
Original filing (PDF)20251014092407NAL0005259650001
JBI, LLC
Form 5500
FILING_RECEIVED
JBI, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure35% in single holding
Active participants
408
Accounts w/ balance
218
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity Fidelity Advisor Freedom Income Fund - Class A ** 820 * Fidelity Fidelity Advisor Growth Opportunities Fund - Class A" is 35% of plan.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JBI, LLC.
Plan sponsor
Name
JBI, LLC
EIN
14-1862443
Address
2650 E EL PRESIDIO AVENUE · LONG BEACH, CA · 90810
Phone
(310) 667-5600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LSL,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
32 direct securities· $14.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom Income Fund - Class A ** 820 * Fidelity Advisor Growth Opportunities Fund - Class A | — | — | — | $5.1M | 34.9% | |
| Fidelity Advisor Freedom 2025 Fund - Class A | — | — | — | $1.9M | 12.8% | |
| Fidelity Advisor Freedom 2040 Fund - Class A | — | — | — | $1.2M | 8.2% | |
| Fidelity Advisor Freedom 2030 Fund - Class A | — | — | — | $1.1M | 7.1% | |
| Fidelity Advisor Freedom 2045 Fund - Class A | — | — | — | $1.0M | 6.8% | |
| iShares S&P 500 Index Fund Investor A Shares | — | — | — | $717K | 4.9% | |
| Fidelity Government Money Market Fund | — | — | — | $555K | 3.8% | |
| Fidelity Advisor Freedom 2035 Fund - Class A | — | — | — | $491K | 3.3% | |
| Fidelity Advisor Freedom 2050 Fund - Class A | — | — | — | $423K | 2.9% | |
| Fidelity Advisor Freedom 2055 Fund - Class A | — | — | — | $328K | 2.2% | |
| Invesco Equally-Weighted S&P 500 Fund Class Y | — | — | — | $300K | 2.0% | |
| Fidelity Advisor Freedom 2010 Fund - Class A | — | — | — | $227K | 1.5% | |
| Fidelity Advisor Freedom 2020 Fund - Class A | — | — | — | $193K | 1.3% | |
| Baron Funds Baron Small Cap Fund Retail Class | — | — | — | $161K | 1.1% | |
| JP Morgan JPMorgan Equity Income Fund Class R5 | — | — | — | $143K | 1.0% | |
| Notes receivable from participants Interest Rates - 3.25% to 8.50% - | — | — | — | $126K | 0.9% | |
| Fidelity Advisor Real Estate Income Fund - Class A | — | — | — | $103K | 0.7% | |
| Fidelity Advisor Small Cap Value Fund - Class A | — | — | — | $98K | 0.7% | |
| Fidelity Advisor Freedom 2015 Fund - Class A | — | — | — | $89K | 0.6% | |
| Carillon Tower Advisors Carillon Eagle Mid Cap Growth Fund Class A | — | — | — | $86K | 0.6% | |
| Fidelity Advisor Freedom 2060 Fund - Class A | — | — | — | $85K | 0.6% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $84K | 0.6% | |
| Fidelity Advisor Freedom 2065 Fund - Class A | — | — | — | $75K | 0.5% | |
| ODMAX Invesco Developing Markets Fund;A | — | — | — | $42K | 0.3% | |
| Virtus Funds Virtus Ceredex Mid-Cap Value Equity Fund | — | — | — | $32K | 0.2% | |
| Eaton Vance Eaton Vance Short Duration Inflation-Protected Income Fund Class A | — | — | — | $24K | 0.2% | |
| Fidelity Advisor Strategic Income Fund - Class A | — | — | — | $14K | <0.1% | |
| Lord Abbett Lord Abbett Short Duration Income Fund Class A | — | — | — | $13K | <0.1% | |
| PIMCO Total Return Fund Class A | — | — | — | $11K | <0.1% | |
| Columbia Mid Cap Index Fund Class A | — | — | — | $10K | <0.1% | |
| Columbia Small Cap Index Fund Class A | — | — | — | $2K | <0.1% | |
| BrandywineGLOBAL Global Opportunities Bond Fund Class A | — | — | — | $1K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
KREG ENTERPRISES, INC., DBA KREG TOOL COMPANY
KREG ENTERPRISES, INC., DBA KREG TOOL COMPANY 401(K) PLAN
$14.7M · 167 participants
HARBOR INDUSTRIES, INC.
HARBOR INDUSTRIES, INC. 401(K) PLAN
$14.6M · 182 participants
BOWLES MATTRESS COMPANY, INC.
BOWLES MATTRESS COMPANY, INC. RETIREMENT PLAN
$14.5M · 25 participants
TENNSCO, LLC
TENNSCO HOURLY RETIREMENT SAVINGS PLAN
$15.0M · 336 participants
FEHRENBACHER CABINETS, INC.
FEHRENBACHER CABINETS, INC. 401(K) PROFIT SHARING PLAN
$14.3M · 41 participants
PIPP MOBILE STORAGE SYSTEMS, INC
PIPP MOBILE STORAGE SYSTEMS 401(K) RETIREMENT PLAN
$14.2M · 143 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B