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Original filing (PDF)20251014181027NAL0001741523001
BUDDHA JONES, LLC
Form 5500
FILING_RECEIVED
BUDDHA JONES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
145
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
9 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUDDHA JONES, LLC.
Plan sponsor
Name
BUDDHA JONES, LLC
EIN
20-1911640
Address
1741 IVAR · LOS ANGELES, CA · 90028
Phone
(323) 962-5100
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FOUMBERG, JUNEJA, ROCHER & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $22K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $21 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERBER KAWASAKI | 27-2274173 | — | INVESTMENT AD VISORY - PL | $15K | — |
Investments
14 direct securities · 9 pooled funds· $6.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$3.7M
9 holdings
Uncategorized
$2.7M
13 holdings
Pooled Separate Accounts
$98K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET TARGET RETIREMENT 2045 STATE STREET · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $949K | 14.6% | |
| Transamerica Fidelity 500 Index | — | — | — | $860K | 13.3% | |
| STATE STREET TARGET RETIREMENT 2050 STATE STREET · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $803K | 12.4% | |
| STATE STREET TARGET RETIREMENT 2055 STATE STREET · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $605K | 9.3% | |
| STATE STREET TARGET RETIREMENT 2035 STATE STREET · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $546K | 8.4% | |
| Transamerica JPMorgan Large Cap Growth R6 | — | — | — | $410K | 6.3% | |
| STATE STREET TARGET RETIREMENT 2040 STATE STREET · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $394K | 6.1% | |
| STATE STREET TARGET RETIREMENT INCO STATE STREET · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $319K | 4.9% | |
| Transamerica Vanguard Equity-Income Adm | — | — | — | $290K | 4.5% | |
| Transamerica Fidelity Total International Index | — | — | — | $255K | 3.9% | |
| Transamerica Fidelity Mid Cap Index | — | — | — | $154K | 2.4% | |
| Transamerica MFS International Diversification R6 | — | — | — | $144K | 2.2% | |
| Transamerica Fidelity Small Cap Index | — | — | — | $138K | 2.1% | |
| Transamerica Fidelity US Bond Index | — | — | — | $129K | 2.0% | |
| s * Transamerica American Funds Bond Fund of America R6 | Pooled Separate Accounts | — | — | $98K | 1.5% | |
| Transamerica PIMCO Income Instl | — | — | — | $98K | 1.5% | |
| Transamerica Vanguard Explorer Adm | — | — | — | $87K | 1.3% | |
| Transamerica DFA US Targeted Value I | — | — | — | $66K | 1.0% | |
| STATE STREET TARGET RETIREMENT 2060 STATE STREET · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $54K | 0.8% | |
| Receivables * Note receivable from participant Outstanding participant loan with maturity November 2029 (interest rate at 8.75%) | — | — | — | $50K | 0.8% | |
| Transamerica Key Guaranteed Portfolio Fund | — | — | — | $32K | 0.5% | |
| STATE STREET TARGET RETIREMENT 2065 STATE STREET · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $2K | <0.1% | |
| STATE STREET TARGET RETIREMENT 2030 STATE STREET · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $400 | <0.1% |