How big is JO & JAX LLC's plan?

JO & JAX LLC's plan reported $1.8M in assets and 18 participants for 2024.

Original filing (PDF)20250916132307NAL0001997057001

JO & JAX LLC

Name: JO & JAX LLC — JO & JAX Retirement Plan, Form 5500 (2024)
Creator: JO & JAX LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JO & JAX Retirement Plan

401(k) retirement plan · JO & JAX LLC's JO & JAX Retirement Plan held $1.8M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

JO & JAX LLC's EIN is 45-4294904.

EIN 45-4294904

Plan number 001

Plan year 2024

ACK ID 20250916132307NAL0001997057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JO & JAX LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JO & JAX LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JO & JAX LLC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JO & JAX LLC

EIN

all filings

Address

564 WEST 700 SOUTH, SUITE 406 · PLEASANT GROVE, UT · 84062

Phone

(917) 570-8710

Industry

Wholesale Trade

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

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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