Original filing (PDF)20241015093644NAL0014325715001

JANUARY 17TH, LLC DBA LGO HOSPITALITY

Name: JANUARY 17TH, LLC DBA LGO HOSPITALITY — JANUARY 17TH LLC DBA LGO HOSPITALITY 401(K) PLAN, Form 5500 (2023)
Creator: JANUARY 17TH, LLC DBA LGO HOSPITALITY

Form 5500

FILING_RECEIVED

JANUARY 17TH LLC DBA LGO HOSPITALITY 401(K) PLAN

401(k) retirement plan

Active participants

459

Accounts w/ balance

613

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JANUARY 17TH, LLC DBA LGO HOSPITALITY.

Plan sponsor

Name

JANUARY 17TH, LLC DBA LGO HOSPITALITY

EIN

27-3272353

Address

4530 NORTH 40TH STREET · PHOENIX, AZ · 85018

Phone

(602) 955-5103

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE AND ANNUI	71-0294708	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES	81-3968784	—	INVESTMENT ADVISOR	$0	—

Investments

1 pooled fund· $1.8M(97% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	$1.8M	96.6%

1–1 of 1

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