How big is Jillian Inc.'s plan?

Jillian Inc.'s plan reported $107K in assets and 18 participants for 2024.

Original filing (PDF)20250731123250NAL0003062403001

Jillian Inc.

Name: Jillian Inc. — JILL'S Beach 401(k) Plan, Form 5500 (2024)
Creator: Jillian Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JILL'S Beach 401(k) Plan

401(k) retirement plan · Jillian Inc.'s JILL'S Beach 401(k) Plan held $107K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$107K

Net assets (EOY)

$107K

People on this filing

JILL Donovan signed Jillian Inc.'s 2024 Form 5500 as plan administrator.

JILL Donovan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jillian Inc.'s EIN is 20-8136844.

EIN 20-8136844

Plan number 001

Plan year 2024

ACK ID 20250731123250NAL0003062403001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JILLIAN INC

EIN

all filings

Address

8204 TRYON WOODS DR · STE 117 · CARY, NC · 27518

Phone

(919) 795-9296

Industry

Other Services (ex. Public Admin)

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

2025-07-31

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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