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Original filing (PDF)20251031095403NAL0007235426001
J.R. GROUP, INC.
Form 5500
FILING_RECEIVED
J.R. GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
162
Accounts w/ balance
168
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.8M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.R. GROUP, INC..
Plan sponsor
Name
J.R. GROUP, INC.
EIN
22-3478814
Address
1230 ROUTE 73 S. · MT. LAUREL, NJ · 08054
Phone
(856) 638-2304
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $0 | — |
Investments
35 direct securities · 1 pooled fund· $21.8M(100% 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.
Uncategorized
$19.4M
35 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Global Technology Growth Fund Mutual fund | — | — | — | $4.5M | 20.6% | |
| Class A * Fidelity Advisor Growth & Income Fund Class Mutual fund | — | — | — | $2.4M | 10.9% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.4M | 10.8% | |
| Fidelity Advisor Freedom 2030 Fund Class I Mutual fund | — | — | — | $1.7M | 7.9% | |
| Fidelity Advisor Health Care Fund Class A Mutual fund | — | — | — | $1.2M | 5.5% | |
| Hartford Midcap Fund Class R4 Mutual fund | — | — | — | $1.1M | 5.2% | |
| iShares 500 Index Fund Investor A Mutual fund | — | — | — | $1.1M | 5.0% | |
| Fidelity Small Cap Index Price Class A Mutual fund | — | — | — | $1.1M | 4.8% | |
| Fidelity Advisor Strategic Income Fund Class Mutual fund | — | — | — | $1.0M | 4.6% | |
| Fidelity Advisor New Insights Class A Mutual fund | — | — | — | $863K | 3.9% | |
| Fidelity Advisor Freedom 2035 Fund Class I Mutual fund | — | — | — | $701K | 3.2% | |
| American Funds Washington Mutual Investors Mutual fund | — | — | — | $507K | 2.3% | |
| Fidelity Advisor Convertible Securities Fund Mutual fund ** 217 Class A BlackRock Natural Resources Trust Investor A Mutual fund ** 149 * Notes Receivable from Participants Outstanding participant $- | — | — | — | $503K | 2.3% | |
| Class R-3 * Fidelity Advisor Freedom Income Class I Mutual fund | — | — | — | $449K | 2.1% | |
| Fidelity Advisor Capital & Income Fund Class Mutual fund | — | — | — | $419K | 1.9% | |
| Fidelity Advisor Diversified International Fund Mutual fund | — | — | — | $332K | 1.5% | |
| Class A * Fidelity Advisor Freedom 2020 Fund Class I Mutual fund | — | — | — | $240K | 1.1% | |
| Fidelity Advisor Energy Fund Class A Mutual fund | — | — | — | $237K | 1.1% | |
| Fidelity Advisor Freedom 2040 Fund Class I Mutual fund | — | — | — | $190K | 0.9% | |
| American Funds New World Fund Class R-3 Mutual fund | — | — | — | $132K | 0.6% | |
| Fidelity Advisor Freedom 2055 Fund Class I Mutual fund | — | — | — | $127K | 0.6% | |
| Fidelity Advisor Freedom 2045 Fund Class I Mutual fund | — | — | — | $115K | 0.5% | |
| Invesco Gold Special Minerals Fund A Mutual fund | — | — | — | $114K | 0.5% | |
| Fidelity Advisor Leveraged Company Stock Mutual fund | — | — | — | $95K | 0.4% | |
| Fund Class A PIMCO Income Institutional Mutual fund | — | — | — | $92K | 0.4% | |
| Franklin Utilities Class A Mutual fund | — | — | — | $39K | 0.2% | |
| Loomis Sayles Senior Floating Rate and Fixed Mutual fund | — | — | — | $37K | 0.2% | |
| Income Fund Class A iShares MSCI EAFE International Index Fund Mutual fund | — | — | — | $20K | <0.1% | |
| Investor A * Fidelity Inflation-Protected Bond Index Fund Mutual fund | — | — | — | $17K | <0.1% | |
| American Funds AMCAP Fund Class R-3 Mutual fund | — | — | — | $16K | <0.1% | |
| Fidelity Advisor Freedom 2060 Fund Class I Mutual fund | — | — | — | $15K | <0.1% | |
| Templeton Global Bond A Mutual fund | — | — | — | $12K | <0.1% | |
| Fidelity Advisor Freedom 2025 Fund Class I Mutual fund | — | — | — | $11K | <0.1% | |
| Fidelity Advisor Freedom 2010 Fund Class I Mutual fund | — | — | — | $8K | <0.1% | |
| Fidelity Advisor Freedom 2065 Fund Class I Mutual fund | — | — | — | $7K | <0.1% | |
| Fidelity Advisor Freedom 2050 Fund Class I Mutual fund | — | — | — | $4K | <0.1% |
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