How big is J.R. Group, Inc.'s plan?

J.R. Group, Inc.'s plan reported $21.8M in assets and 162 participants for 2024.

Original filing (PDF)20251031095403NAL0007235426001

J.R. Group, Inc.

Name: J.R. Group, Inc. — J.R. Group, Inc. 401(k) Plan, Form 5500 (2024)
Creator: J.R. Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

J.R. Group, Inc. 401(k) Plan

401(k) retirement plan · J.R. Group, Inc.'s J.R. Group, Inc. 401(k) Plan held $21.8M in plan assets for 162 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

162

Accounts w/ balance

168

Plan assets (EOY)

$21.8M

Net assets (EOY)

$21.8M

People on this filing

Christine Basile signed J.R. Group, Inc.'s 2024 Form 5500 as plan administrator.

Christine Basile — 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

J.R. Group, Inc.'s EIN is 22-3478814.

EIN 22-3478814

Plan number 002

Plan year 2024

ACK ID 20251031095403NAL0007235426001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

J.R. Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 3K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (8th percentile).

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

J.R. GROUP, INC.

EIN

all filings

Address

1230 ROUTE 73 S. · MT. LAUREL, NJ · 08054

Phone

(856) 638-2304

Industry

Retail Trade

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

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.

Mutual Funds

$12.6M

29 holdings

Other securities

$5.6M

2 holdings

Common Collective Trust

$2.4M

1 holding

Common Collective Trusts

$1.1M

3 holdings

Bonds / Notes

$37K

1 holding

					% of plan
Columbia Global Technology Growth Fund Mutual fund	Other securities	—	—	$4.5M	20.6%
Class A * Fidelity Advisor Growth & Income Fund Class Mutual fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$1.7M	7.9%
Fidelity Advisor Health Care Fund Class A Mutual fund	Mutual Funds	—	—	$1.2M	5.5%
Hartford Midcap Fund Class R4 Mutual fund	Other securities	—	—	$1.1M	5.2%
iShares 500 Index Fund Investor A Mutual fund	Common Collective Trusts	—	—	$1.1M	5.0%
Fidelity Small Cap Index Price Class A Mutual fund	Mutual Funds	—	—	$1.1M	4.8%
Fidelity Advisor Strategic Income Fund Class Mutual fund	Mutual Funds	—	—	$1.0M	4.6%
Fidelity Advisor New Insights Class A Mutual fund	Mutual Funds	—	—	$863K	3.9%
Fidelity Advisor Freedom 2035 Fund Class I Mutual fund	Mutual Funds	—	—	$701K	3.2%
American Funds Washington Mutual Investors Mutual fund	Mutual Funds	—	—	$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 $-	Mutual Funds	—	—	$503K	2.3%
Class R-3 * Fidelity Advisor Freedom Income Class I Mutual fund	Mutual Funds	—	—	$449K	2.1%
Fidelity Advisor Capital & Income Fund Class Mutual fund	Mutual Funds	—	—	$419K	1.9%
Fidelity Advisor Diversified International Fund Mutual fund	Mutual Funds	—	—	$332K	1.5%
Class A * Fidelity Advisor Freedom 2020 Fund Class I Mutual fund	Mutual Funds	—	—	$240K	1.1%
Fidelity Advisor Energy Fund Class A Mutual fund	Mutual Funds	—	—	$237K	1.1%
Fidelity Advisor Freedom 2040 Fund Class I Mutual fund	Mutual Funds	—	—	$190K	0.9%
American Funds New World Fund Class R-3 Mutual fund	Mutual Funds	—	—	$132K	0.6%
Fidelity Advisor Freedom 2055 Fund Class I Mutual fund	Mutual Funds	—	—	$127K	0.6%
Fidelity Advisor Freedom 2045 Fund Class I Mutual fund	Mutual Funds	—	—	$115K	0.5%
Invesco Gold Special Minerals Fund A Mutual fund	Mutual Funds	—	—	$114K	0.5%
Fidelity Advisor Leveraged Company Stock Mutual fund	Mutual Funds	—	—	$95K	0.4%
Fund Class A PIMCO Income Institutional Mutual fund	Mutual Funds	—	—	$92K	0.4%
Franklin Utilities Class A Mutual fund	Mutual Funds	—	—	$39K	0.2%
Loomis Sayles Senior Floating Rate and Fixed Mutual fund	Bonds / Notes	—	—	$37K	0.2%
Income Fund Class A iShares MSCI EAFE International Index Fund Mutual fund	Common Collective Trusts	—	—	$20K	<0.1%
Investor A * Fidelity Inflation-Protected Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$17K	<0.1%
American Funds AMCAP Fund Class R-3 Mutual fund	Mutual Funds	—	—	$16K	<0.1%
Fidelity Advisor Freedom 2060 Fund Class I Mutual fund	Mutual Funds	—	—	$15K	<0.1%
Templeton Global Bond A Mutual fund	Mutual Funds	—	—	$12K	<0.1%
Fidelity Advisor Freedom 2025 Fund Class I Mutual fund	Mutual Funds	—	—	$11K	<0.1%
Fidelity Advisor Freedom 2010 Fund Class I Mutual fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity Advisor Freedom 2065 Fund Class I Mutual fund	Mutual Funds	—	—	$7K	<0.1%
Fidelity Advisor Freedom 2050 Fund Class I Mutual fund	Mutual Funds	—	—	$4K	<0.1%