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Original filing (PDF)20251015055835NAL0008311362001
CJ AMERICA INC
Form 5500
FILING_RECEIVED
CJ 401(K) PLAN
401(k) retirement plan
Active participants
739
Accounts w/ balance
870
Plan assets (EOY)
$51.0M
Net assets (EOY)
$51.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 31 bps in Schedule C fees — 92% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CJ AMERICA INC.
Plan sponsor
Name
CJ AMERICA INC
EIN
22-2501026
Address
300 S GRAND AVE. SUITE 1100 · LOS ANGELES, CA · 90071
Phone
(213) 338-2646
Industry
Wholesale Tradesee 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KLICHS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $106K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
Investments
24 direct securities · 5 pooled funds· $50.0M(98% 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.
Registered Investment Companies
$41.4M
24 holdings
Common Collective Trust
$8.6M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $11.4M | 22.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.4M | 6.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $3.2M | 6.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $3.1M | 6.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $3.0M | 5.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.9M | 5.8% | |
| VANGUARD RET SAV TR IV VANGUARD FIDUCIARY TRUST · EIN 45-5436422 / PN 001 | Common Collective Trust | — | — | $2.6M | 5.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.0M | 3.9% | |
| COL TR DIV INCOME MS AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 219 | Common Collective Trust | — | — | $1.8M | 3.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.8M | 3.4% | |
| BLACKROCK MID CAP GROWTH EQ L1 WILMINGTON TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $1.7M | 3.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.5M | 3.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.4M | 2.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.4M | 2.7% | |
| PIONEER BOND FUND TRUST - MSG WILMINGTON TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $1.3M | 2.6% | |
| MFS MID CAP VALUE 2W WILMINGTON TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.2M | 2.3% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $994K | 1.9% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $712K | 1.4% | |
| BRANDYWINE GLBL CORP CREDIT IS | Registered Investment Companies | — | — | $632K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $535K | 1.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $534K | 1.0% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $495K | 1.0% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $436K | 0.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $430K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $405K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $396K | 0.8% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $343K | 0.7% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $256K | 0.5% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $120K | 0.2% |