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Original filing (PDF)20240221093659NAL0001992017001
JERMAR, LLC
Form 5500-SF
FILING_RECEIVED
JERMAR, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
Plan health score (directional)
86
/ 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
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JERMAR, LLC.
Plan sponsor
Name
JERMAR, LLC
EIN
20-3738549
Address
225 EAST THIRD AVE · ESCONDIDO, CA · 92025
Phone
(760) 747-9117
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-02-21
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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