Original filing (PDF)20251014152951NAL0001584339001

J & R INVESTMENTS, INC. DBA WOODLEY

Name: J & R INVESTMENTS, INC. DBA WOODLEY — WOODLEY BUILDING MAINTENANCE 401(K) PLAN, Form 5500 (2024)
Creator: J & R INVESTMENTS, INC. DBA WOODLEY

Form 5500-SF

FILING_RECEIVED

WOODLEY BUILDING MAINTENANCE 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

408

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score

/ 100

Grade C

Average plan with room to improve

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J & R INVESTMENTS, INC. DBA WOODLEY.

Plan sponsor

Name

J & R INVESTMENTS, INC. DBA WOODLEY

EIN

43-1133097