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Original filing (PDF)20250926094819NAL0009971392001
JYG INNOVATIONS LLC
Form 5500
FILING_RECEIVED
JYG INNOVATIONS 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
79
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
28 pooled trusts
Schedule D
31 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 (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JYG INNOVATIONS LLC.
Plan sponsor
Name
JYG INNOVATIONS LLC
EIN
27-1356468
Address
6450 POE AVENUE, STE. 103 · DAYTON, OH · 45414
Phone
(937) 630-3858
Industry
Professional & Technical Servicessee 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
2025-09-26
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)
Audit & trust (Schedule H)
Auditor
KENTNER SELLERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $9K | — |
| BRIXEY & MEYER | 30-0132514 | — | CONTRACT ADMINISTRATOR | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW YORK LIFE SECURITIES | 27-0145686 | — | OTHER SERVICES | $0 | — |
Investments
15 direct securities · 28 pooled funds· $6.3M(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
$3.3M
11 holdings
Pooled Separate Account
$1.8M
17 holdings
Uncategorized
$1.2M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $3K | $923K | 15.8% | |
| PRIN LIFETIME HYBR 2025 CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $16K | $612K | 10.5% | |
| PRIN LIFETIME HYBR 2045 CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $12K | $594K | 10.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $11K | $435K | 7.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $8K | $397K | 6.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $9K | $385K | 6.6% | |
| NYLI Winslow Large Cap Growth 30,656 shares | — | — | $31K | $370K | 6.3% | |
| Principal Large Cap Growth SA 3,962 units | — | — | $4K | $318K | 5.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $318K | 5.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $9K | $313K | 5.4% | |
| PRIN LIFETIME HYBR 2050 CIT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $5K | $239K | 4.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $6K | $149K | 2.6% | |
| PRIN LIFETIME HYBR 2055 CIT-Z PRINCIPAL GLOBAL INVESTORS CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $2K | $95K | 1.6% | |
| Principal Small Cap Growth SA 1,543 units | — | — | $2K | $86K | 1.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $86K | 1.5% | |
| Principal Mid Cap S&P 400 Index SA 777 units | — | — | — | $85K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $85K | 1.5% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | $3K | $77K | 1.3% | |
| Principal Mid Cap Growth SA 682 units | — | — | — | $76K | 1.3% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $76K | 1.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $4K | $69K | 1.2% | |
| BlackRock Mid-Cap Growth Equity 1,503 shares | — | — | $2K | $65K | 1.1% | |
| Principal Mid Cap Value SA 665 units | — | — | — | $59K | 1.0% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $59K | 1.0% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | $3K | $54K | 0.9% | |
| NYLI MacKay High Yield Corp Bond 10,241 shares | — | — | $10K | $53K | 0.9% | |
| Principal Small Cap Value SA 754 units | — | — | — | $41K | 0.7% | |
| PRIN SMCAP VALUE II SEPT ACCT-Z PRINCIPAL LIFE INSURANE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $41K | 0.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $30K | 0.5% | |
| American Funds New World 324 shares | — | — | — | $25K | 0.4% | |
| Janus Henderson Triton 830 shares | — | — | — | $23K | 0.4% | |
| Principal Diversified International SA 158 units | — | — | — | $21K | 0.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $21K | 0.4% | |
| Janus Henderson Small Cap Value 687 shares | — | — | — | $16K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $9K | 0.2% | |
| Principal International Small Cap SA 29 units | — | — | — | $4K | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Principal Core Fixed Income SA 222 units | — | — | — | $4K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $467 | <0.1% | |
| PRIN GI REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $83 | <0.1% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |