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Original filing (PDF)20251015142019NAL0002440435001
JUUT HOLDINGS, INC.
Form 5500
FILING_RECEIVED
JUUT SALONSPA 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
299
Accounts w/ balance
442
Plan assets (EOY)
$25.3M
Net assets (EOY)
$25.3M
How this plan invests
This plan
43 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUUT HOLDINGS, INC..
Plan sponsor
Name
JUUT HOLDINGS, INC.
EIN
41-1975656
Address
1315 HARMON PLACE · MINNEAPOLIS, MN · 55403
Phone
(612) 676-2277
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARTON WALTER & KRIER P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | 43-1451524 | OVERLAND PARK, KS | — | $33K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | — | $13K | — |
Investments
3 direct securities · 43 pooled funds· $25.3M(100% 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.
Pooled Separate Account
$24.9M
43 holdings
Uncategorized
$413K
2 holdings
Real Estate
$28K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.0M | 15.8% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.8M | 15.2% | |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.4M | 13.4% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.5M | 9.9% | |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.4M | 9.4% | |
| LACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 8.3% | |
| AMERICAN FUNDS BOND FUND OF AM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $968K | 3.8% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $800K | 3.2% | |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $748K | 3.0% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $723K | 2.9% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $622K | 2.5% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $460K | 1.8% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $446K | 1.8% | |
| Notes receivable from participants Bearing interest at 5.25%-10.5% -0- | — | — | — | $410K | 1.6% | |
| CLEARBRIDGE INTERNATIONAL GROW JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $166K | 0.7% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $153K | 0.6% | |
| PGIM GLOBAL TOTAL RETURN FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $152K | 0.6% | |
| T. ROWE PRICE SHORT TERM BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $144K | 0.6% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $139K | 0.5% | |
| PARNASSUS MID CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $135K | 0.5% | |
| BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $133K | 0.5% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $108K | 0.4% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $105K | 0.4% | |
| FRANKLIN UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $94K | 0.4% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $87K | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $82K | 0.3% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $60K | 0.2% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 0.2% | |
| T. ROWE PRICE CAP APPRECIATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.2% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $42K | 0.2% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $38K | 0.2% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $35K | 0.1% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.1% | |
| Securities Fund Pooled Separate Account | Real Estate | — | — | $28K | 0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.1% | |
| T. ROWE PRICE OVERSEAS STOCK JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.1% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | <0.1% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | <0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Cash Non-Interest Bearing Cash | — | — | — | $4K | <0.1% | |
| SPROTT GOLD EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $167 | <0.1% | |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK INTL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTI-INDEX 2060 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |