· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
J5 H, LLC — J5 HOLDINGS 401(K) AND PROFIT SHARING, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231017145909NAL0053675824001
J5 H, LLC
Form 5500-SF
FILING_RECEIVED
J5 HOLDINGS 401(K) AND PROFIT SHARING
401(k) retirement plan
Active participants
3
Accounts w/ balance
11
Plan assets (EOY)
$802K
Net assets (EOY)
$802K
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
J5 H, LLC
.
Find decision makers
Plan sponsor
Name
J5 H, LLC
EIN
20-3234860
Address
425 WEST BEECH ST · STE 1705 · SAN DIEGO, CA · 92101
Phone
(619) 542-0888
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-17
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
SYNCHROGRID, INC.
SYNCHROGRID LIMITED LLC CASH BALANCE PENSION PLAN
$802K · 11 participants
MCNEIL CARROLL ENGINEERING, INC.
MCNEIL CARROLL ENGINEERING, INC. 401K PLAN
$802K · 7 participants
PRESIDIO ENGINEERING INC
PRESIDIO ENGINEERING INC 401(K) PROFIT SHARING PLAN & TRUST
$802K · 6 participants
GEOCENE, INC.
GEOCENE 401(K) PLAN
$803K · 2 participants
BOWYER ENVIRONMENTAL CONSULTING
BOWYER ENVIRONMENTAL CONSULTING, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$801K · 12 participants
CAYO HUESO SERVICE INC
CAYO HUESO SERVICE INC 401(K) PROFIT SHARING PLAN & TRUST
$801K · 4 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