How big is Justice Family Group, LLC's plan?

Justice Family Group, LLC's plan reported $18.7M in assets and 639 participants for 2024.

Original filing (PDF)20251016113739NAL0006262145001

Justice Family Group, LLC

Name: Justice Family Group, LLC — Justice Family Group, Form 5500 (2024)
Creator: Justice Family Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Justice Family Group 401(k) Retirement Plan

401(k) retirement plan · Justice Family Group, LLC's Justice Family Group 401(k) Retirement Plan held $18.7M in plan assets for 639 participants in 2024, with Transamerica as recordkeeper.

Signals · 4

Late participant contributionsNon-clean audit opinion72% employer stockCorrective distributions issued

Active participants

639

Accounts w/ balance

413

Plan assets (EOY)

$18.7M

Net assets (EOY)

$18.7M

People on this filing

Charlie Henthorn signed Justice Family Group, LLC's 2024 Form 5500 as plan administrator.

Charlie Henthorn — 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

Justice Family Group, LLC's EIN is 26-4812818.

EIN 26-4812818

Plan number 001

Plan year 2024

ACK ID 20251016113739NAL0006262145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Justice Family Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Justice Family Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JUSTICE FAMILY GROUP, LLC.

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How this plan invests

This plan

6 pooled trusts

Schedule D

35 securities

funds · stocks · CUSIPs

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

Plan health score

Below-average — multiple flags

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) — 786K (47% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Auditor issued a qualified / adverse / disclaimer opinion.
Total administrative cost in the bottom quartile of peers (16th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

JUSTICE FAMILY GROUP, LLC

EIN

all filings

Address

101 MAIN STREET WEST · WHITE SULPHUR SPRINGS, WV · 24986

Phone

(304) 536-1110

Industry

Mining, Quarrying, Oil & Gas

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

2025-10-16

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$63K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
DAVENPORT & COMPANY LLC	54-1835842	—	INVESTMENT ADVISORY-PLAN	$45K	—

Investments

35 direct securities · 6 pooled funds· $31.8M(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.

Common Collective Trust

$14.1M

6 holdings

Common Stocks

$13.3M

10 holdings

Mutual Funds

$3.1M

14 holdings

Other securities

$442K

8 holdings

Bonds / Notes

$377K

1 holding

Common Collective Trusts

$277K

1 holding

Stable Value

$172K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Transamerica$13.5M American Funds (Capital Group)$2.4M State Street / SPDR$814K Vanguard$450K Invesco$144K BlackRock / iShares$109K PIMCO$82K Janus Henderson$73K American Century$69K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001	Common Collective Trust	—	—	$13.3M	71.4%
Transamerica Retirement Solution Co. Transamerica Lifegoal(SM) 2025 Fd	Common Stocks	—	—	$2.3M	12.2%
Transamerica Retirement Solution Co. Transamerica Lifegoal(SM) 2030 Fd	Common Stocks	—	—	$2.0M	10.9%
Transamerica Retirement Solution Co. Transamerica Lifegoal(SM) 2035 Fd	Common Stocks	—	—	$1.9M	10.1%
Transamerica Retirement Solution Co. Transamerica Lifegoal(SM) Retirement Fd	Common Stocks	—	—	$1.8M	9.9%
Transamerica Retirement Solution Co. Transamerica Lifegoal(SM) 2045 Fd	Common Stocks	—	—	$1.6M	8.8%
Transamerica Retirement Solution Co. Transamerica Lifegoal(SM) 2040 Fd	Common Stocks	—	—	$1.6M	8.7%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$1.3M	7.1%
Transamerica Retirement Solution Co. Transamerica Lifegoal(SM) 2050 Fd	Common Stocks	—	—	$890K	4.8%
Transamerica Retirement Solution Co. Transamerica Lifegoal(SM) 2060 Fd	Common Stocks	—	—	$761K	4.1%
STATE STREET NASDAQ 100 IDX NL CL M STATE STREET · EIN 90-0337987 / PN 181	Common Collective Trust	—	—	$756K	4.1%
American Funds American Funds Growth Fund OfAmer R6	Mutual Funds	—	—	$608K	3.3%
Participant Loans Interest Rates (4.25% - 8.00%)	Bonds / Notes	—	—	$377K	2.0%
American Funds American Funds American Mutual R6	Mutual Funds	—	—	$376K	2.0%
Transamerica Retirement Solution Co. Transamerica Lifegoal(SM) 2055 Fd	Common Stocks	—	—	$344K	1.8%
Vanguard Total Stock Mkt Idx Adm	Common Collective Trusts	—	—	$277K	1.5%
Transamerica Financial Life Insur. Co. Transamerica Stable Value Core Account	Stable Value	—	—	$172K	0.9%
MFS Mid Cap Value R6	Mutual Funds	—	—	$152K	0.8%
Invesco Growth & Income R6	Mutual Funds	—	—	$144K	0.8%
Macquarie Sm Cap Gr I	Other securities	—	—	$138K	0.7%
Vanguard Lifestrategy Growth Inv	Mutual Funds	—	—	$112K	0.6%
Thornburg International Equity R4	Other securities	—	—	$84K	0.5%
PIMCO Income Instl	Mutual Funds	—	—	$82K	0.4%
Janus Henderson Janus Henderson Triton I	Mutual Funds	—	—	$73K	0.4%
American Funds American Funds Capital World G/I R6	Mutual Funds	—	—	$71K	0.4%
American Century Investments American Century Inflation-Adj Bond R6	Other securities	—	—	$69K	0.4%
BlackRock Mid-Cap Growth Equity Instl	Other securities	—	—	$57K	0.3%
BlackRock Global Allocation Instl	Other securities	—	—	$47K	0.2%
Fidelity International Small Cap 273 Fidelity Advisor Intl Capital App I	Mutual Funds	—	—	$37K	0.2%
Vanguard Lifestrategy Cnsrv Gr Inv	Mutual Funds	—	—	$34K	0.2%
American Funds American Funds New World R6	Mutual Funds	—	—	$30K	0.2%
State Street Global Advisors State Street Global Equity Ex-Us Index K	Other securities	—	—	$28K	0.1%
Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$16K	<0.1%
STATE ST RUSSELL SM CP IDX NL CL S STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 180	Common Collective Trust	—	—	$16K	<0.1%
BrandywineGLOBAL Global Opps Bond R	Other securities	—	—	$16K	<0.1%
STATE STREET MID CAP IDX NL CLASS C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 176	Common Collective Trust	—	—	$13K	<0.1%
Vanguard Lifestrategy Moderate Gr Inv	Mutual Funds	—	—	$11K	<0.1%
BlackRock Total Return Instl	Other securities	—	—	$6K	<0.1%
HARTFORD BALANCED INC R6 HARTFORD · EIN 81-4278868 / PN 290	Common Collective Trust	—	—	$5K	<0.1%
State Street State St. Russell Small Cap Value Index NL Cl C	Common Stocks	—	—	$1K	<0.1%
STATE ST RSSLL SM CP VAL IDX NL CL STATE STREET · EIN 90-0337987 / PN 223	Common Collective Trust	—	—	$1K	<0.1%

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