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Original filing (PDF)20251015110414NAL0004362321001
JOSEPH JINGOLI & SON, INC.
Form 5500
FILING_RECEIVED
JOSEPH JINGOLI & SON, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
461
Accounts w/ balance
543
Plan assets (EOY)
$65.7M
Net assets (EOY)
$65.7M
How this plan invests
This plan
17 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 33 bps in Schedule C fees — 108% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSEPH JINGOLI & SON, INC..
Plan sponsor
Name
JOSEPH JINGOLI & SON, INC.
EIN
22-1738310
Address
100 LENOX DRIVE, SUITE 100 · LAWRENCEVILLE, NJ · 086482332
Phone
(609) 512-2203
Industry
Utilitiessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROSENBERG RICH BAKER BERMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | 86-1109193 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $219K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROSENBERG RICH BAKER BERMAN, P.A. | 22-3271252 | — | ACCOUNTANT | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
26 direct securities · 17 pooled funds· $65.2M(99% 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
$43.9M
13 holdings
Uncategorized
$17.6M
26 holdings
Pooled Separate Account
$3.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.2M | 10.9% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $6.9M | 10.5% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.8M | 8.8% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $5.3M | 8.1% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.0M | 7.6% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.9M | 5.9% | |
| Vanguard Growth Index Adm Fund Mutual Fund | — | — | — | $3.4M | 5.2% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.9M | 4.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.6M | 4.0% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.2M | 3.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2.0M | 3.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.8M | 2.7% | |
| Prin LifeTime Hybr 2070 Common collective trust fund 303 * Prin Fixed Inc Guar Option Insurance contract, fully benefit-responsive | — | — | — | $1.7M | 2.6% | |
| Vanguard Sm Cap Gr Idx Adm Fd Mutual Fund | — | — | — | $1.3M | 1.9% | |
| Vanguard MidCp Grth Idx Adm Fd Mutual Fund | — | — | — | $1.2M | 1.8% | |
| MFS Growth R6 Fund Mutual Fund | — | — | — | $1.1M | 1.6% | |
| American Funds Amer Bal R6 Fd Mutual Fund | — | — | — | $1.0M | 1.6% | |
| Vanguard Gr & Inc Adm Fund Mutual Fund | — | — | — | $876K | 1.3% | |
| Vanguard MidCap Val Idx Adm Fd Mutual Fund | — | — | — | $860K | 1.3% | |
| Participant Loans 4.25% - 9.50% | — | — | — | $800K | 1.2% | |
| Vanguard Int-Tm Bd Idx Adm Fd Mutual Fund | — | — | — | $779K | 1.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $727K | 1.1% | |
| American Funds Newprsp R6 Fnd Mutual Fund | — | — | — | $689K | 1.0% | |
| Vanguard Hi-Yld Corp Adm Fund Mutual Fund | — | — | — | $593K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $473K | 0.7% | |
| Vanguard Dev Mkts Index Adm Fd Mutual Fund | — | — | — | $413K | 0.6% | |
| Tiaa- Lrg Cap Val Index R6 Mutual Fund | — | — | — | $386K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $380K | 0.6% | |
| Invesco Divers Dividend R6 Fd Mutual Fund | — | — | — | $370K | 0.6% | |
| American Funds Newworld R6 Mutual Fund | — | — | — | $329K | 0.5% | |
| Vanguard Ttl Intl Bond Indx Adm Fd Mutual Fund | — | — | — | $309K | 0.5% | |
| Vgd Infl-Prot Sec Adm Fund Mutual Fund | — | — | — | $300K | 0.5% | |
| Victory Sycamore Est Val R6 Fd Mutual Fund | — | — | — | $240K | 0.4% | |
| Dfa Intl Core Equity I FD Mutual Fund | — | — | — | $221K | 0.3% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $196K | 0.3% | |
| Etn Vnc Atl Cp Smid-Cap R6 Fd Mutual Fund | — | — | — | $195K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $138K | 0.2% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $136K | 0.2% | |
| Dfa Inter Gov Fixed Inc Mutual Fund | — | — | — | $131K | 0.2% | |
| Fmi International Fund Mutual Fund | — | — | — | $104K | 0.2% | |
| Oppenheimer Intl Grw R6 Fd Mutual Fund | — | — | — | $75K | 0.1% | |
| (E) | — | — | — | $75K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $303 | <0.1% |