How big is Jerry FAN, Inc.'s plan?

Jerry FAN, Inc.'s plan reported $837K in assets and 26 participants for 2024.

Original filing (PDF)20250826173344NAL0017526082001

Jerry FAN, Inc.

Name: Jerry FAN, Inc. — Henry's PUB 401(k) Plan, Form 5500 (2024)
Creator: Jerry FAN, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Henry's PUB 401(k) Plan

401(k) retirement plan · Jerry FAN, Inc.'s Henry's PUB 401(k) Plan held $837K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

Plan identifiers

Jerry FAN, Inc.'s EIN is 20-0732350.

EIN 20-0732350

Plan number 001

Plan year 2024

ACK ID 20250826173344NAL0017526082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jerry FAN, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jerry FAN, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JERRY FAN, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Plan sponsor

Name

JERRY FAN, INC.

EIN

all filings

Address

234 E 4TH STREET · LOVELAND, CO · 80537

Phone

(970) 310-0809

Industry

Accommodation & Food Services

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

2025-08-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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