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Original filing (PDF)20251013104403NAL0001053041001
JBC STYLE NY, LLC
Form 5500
FILING_RECEIVED
JBC 401(K) PLAN
401(k) retirement plan
Signals · 1
~110 bps in Sched C fees
Active participants
138
Accounts w/ balance
114
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 110 bps in Schedule C fees — 112% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JBC STYLE NY, LLC.
Plan sponsor
Name
JBC STYLE NY, LLC
EIN
26-1632925
Address
108 WEST 39TH STREET, SUITE 710 · NEW YORK, NY · 10018
Phone
(212) 355-3197
Industry
Admin Support & Waste Mgmtsee 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REID CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $14K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | — | STAMFORD, CT | THIRD PARTY ADMIN | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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