Back to filter
Original filing (PDF)20251015074833NAL0005598544001
JAVA PRODUCTIONS, INC.
Form 5500
FILING_RECEIVED
JAVA PRODUCTIONS 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
128
Accounts w/ balance
213
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
36 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
100
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard 500 Index" is 25% of plan.
- 48 bps in Schedule C fees — 66% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAVA PRODUCTIONS, INC..
Plan sponsor
Name
JAVA PRODUCTIONS, INC.
EIN
20-0712469
Address
12235 GRAPEFIELD RD UNIT 5 · BASTIAN, VA · 24314
Phone
(540) 443-9240
Industry
Professional & Technical Servicessee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANDERS CPAS + ADVISORS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $41K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
36 direct securities· $17.2M(100% of reported assets)
Uncategorized
$17.1M
35 holdings
Mutual Funds
$74K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index | — | — | — | $4.3M | 25.1% | |
| TIAA TIAA-CREF Lifecycle Index 2055 | — | — | — | $1.2M | 6.8% | |
| Vanguard Mid-Cap Value Index | — | — | — | $1.0M | 5.9% | |
| Putnam Income | — | — | — | $838K | 4.9% | |
| TIAA TIAA-CREF Lifecycle Index 2045 | — | — | — | $779K | 4.5% | |
| TIAA TIAA-CREF Lifecycle Index 2035 | — | — | — | $693K | 4.0% | |
| Vanguard Developed Markets Index | — | — | — | $656K | 3.8% | |
| TIAA TIAA-CREF Lifecycle Index 2050 | — | — | — | $646K | 3.8% | |
| Vanguard Small Cap Index | — | — | — | $604K | 3.5% | |
| Vanguard Inter-Term Treasury Ind | — | — | — | $534K | 3.1% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Value | — | — | — | $527K | 3.1% | |
| TIAA TIAA-CREF Lifecycle Index 2040 | — | — | — | $523K | 3.1% | |
| American Funds American Funds Amcap | — | — | — | $483K | 2.8% | |
| American Funds American Funds New World | — | — | — | $412K | 2.4% | |
| J.P. Morgan J.P. Morgan U.S.Research Enhanced Equity | — | — | — | $375K | 2.2% | |
| Delaware Funds Delaware Ivy Science and Technology | — | — | — | $311K | 1.8% | |
| TIAA TIAA-CREF Lifecycle Index 2060 | — | — | — | $297K | 1.7% | |
| Dimensional Fund Advisors DFA International Core Equity | — | — | — | $295K | 1.7% | |
| Pimco Income | — | — | — | $279K | 1.6% | |
| Fidelity U.S. Sustainability Index | — | — | — | $269K | 1.6% | |
| Vanguard Health Care | — | — | — | $256K | 1.5% | |
| Vanguard Real Estate Index | — | — | — | $241K | 1.4% | |
| Vanguard Interm-Term Investment-Grade | — | — | — | $236K | 1.4% | |
| TIAA TIAA-CREF Lifecycle Index 2020 | — | — | — | $213K | 1.2% | |
| American Century American Century Heritage | — | — | — | $187K | 1.1% | |
| Franklin Templeton Franklin Utilities | — | — | — | $174K | 1.0% | |
| Similar Party Description of Assets Current Value Guaranteed Investment Contract * Great West General Account Key Guaranteed Portfolio / Interest rate of 1.45% | — | — | — | $171K | 1.0% | |
| American Funds American Funds Europacific Gr | — | — | — | $135K | 0.8% | |
| Lord Abbett Lord Abbett Bond Debenture | — | — | — | $127K | 0.7% | |
| Putnam Large Cap Value | — | — | — | $122K | 0.7% | |
| TIAA TIAA-CREF Lifecycle Index 2030 | — | — | — | $88K | 0.5% | |
| John Hancock John Hancock Income | — | — | — | $84K | 0.5% | |
| American Century American Century Global Real Estate | Mutual Funds | — | — | $74K | 0.4% | |
| Loans to Participants * Plan participants Notes receivable from participants (interest rates of 4.25% to 9.50% with various maturities) | — | — | — | $33K | 0.2% | |
| TIAA TIAA-CREF Lifecycle Index 2025 | — | — | — | $16K | <0.1% | |
| TIAA TIAA-CREF Quant Small-Cap Equity | — | — | — | $2K | <0.1% |
Related plans
Other plans using COMMONWEALTH EQUITY SERVICES LLC
SANSUM SANTA BARBARA MEDICAL CLINIC, INC.
SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN
$235.8M · 241 participants
MAVIS TIRE SUPPLY LLC
MAVIS TIRE SUPPLY LLC 401(K) PLAN
$202.0M · 10,033 participants
BERRY DUNN MCNEIL & PARKER, LLC
BERRYDUNN 401(K) PROFIT SHARING PLAN
$139.5M · 826 participants
COOPER HATCHERY, INC.
COOPER FARMS RETIREMENT PLAN
$130.0M · 1,692 participants
FAMILYCARE MEDICAL GROUP, P.C.
FAMILYCARE MEDICAL GROUP, P.C. 401(K) PLAN
$109.9M · 684 participants
BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP
BOSTON CHILDREN'S HEALTH PHYSICIANS, LLP 401(K) RETIREMENT PLAN
$98.4M · 854 participants
Similar-size Professional & Technical Services plans
CFO SOLUTIONS LLC
CFO SOLUTIONS LLC RETIREMENT TRUST
$17.2M · 78 participants
BOSTON GOVERNMENT SERVICES LLC
BOSTON GOVERNMENT SERVICES LLC 401(K) PLAN
$17.1M · 314 participants
METAPHASE CONSULTING, LLC
METAPHASE 401(K) PLAN
$17.1M · 320 participants
CARTESIAN, INC.
CARTESIAN 401(K) / PROFIT SHARING PLAN
$17.2M · 76 participants
WTS INTERNATIONAL, LLC
ARCH AMENITIES GROUP 401(K) SAVINGS PLAN
$17.2M · 3,494 participants
LONE STAR AEROSPACE, INC.
LONE STAR AEROSPACE, INC. RETIREMENT SAVINGS PLAN
$17.2M · 129 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B