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Original filing (PDF)20250501095233NAL0003022065001

JONATHAN STEVENS MATTRESS

Form 5500-SF
FILING_RECEIVED
JONATHAN STEVENS MATTRESS COMPANY 401K PROFIT PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
17
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
75
Vendor stack
100
Participation health
65
Knocking points off
  • Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONATHAN STEVENS MATTRESS.
Plan sponsor
Name
JONATHAN STEVENS MATTRESS
EIN
38-2074807
Address
995 36TH ST SE · GRAND RAPIDS, MI · 495082428
Phone
(616) 245-1912
Industry
Manufacturingsee all
Plan administrator
Name
JONATHAN STEVENS MATTRESS
EIN
38-2074807
City
GRAND RAPIDS, MN
Phone
(616) 245-1912
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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