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Original filing (PDF)20251110143936NAL0005005811001
JOBNIMBUS, LLC
Form 5500
FILING_RECEIVED
JOBNIMBUS 401(K) PLAN
401(k) retirement plan
Signals · 1
~88 bps in Sched C fees
Active participants
201
Accounts w/ balance
244
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 88 bps in Schedule C fees — 69% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOBNIMBUS, LLC.
Plan sponsor
Name
JOBNIMBUS, LLC
EIN
46-2286719
Address
3451 TRIUMPH BLVD, #650 · LEHI, UT · 84043
Phone
(801) 719-0833
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-11-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RICHEY, MAY & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | — | ST PAUL, MN | CONTRACT ADMIN | $3K | — |
Investments
26 direct securities· $5.9M(100% of reported assets)
Uncategorized
$5.9M
25 holdings
Mutual Funds
$11K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $1.2M | 20.9% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | — | — | — | $1.1M | 18.0% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $677K | 11.4% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $624K | 10.6% | |
| Fidelity 500 Index | — | — | — | $563K | 9.5% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $281K | 4.8% | |
| American Funds American Funds 2010 Trgt Date Retire R6 ** 40 American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $190K | 3.2% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $182K | 3.1% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | — | — | — | $158K | 2.7% | |
| JP Morgan JPMorgan Large Cap Growth R6 | — | — | — | $108K | 1.8% | |
| BlackRock 80/20 Target Allocation K | — | — | — | $105K | 1.8% | |
| Fixed annuities * Empower investments EI Fixed Account - Series Class I | — | — | — | $102K | 1.7% | |
| Fidelity Mid Cap Index | — | — | — | $101K | 1.7% | |
| BlackRock Technology Opportunities K | — | — | — | $96K | 1.6% | |
| Participant notes receivable Interest Rate 5% - 9.50% | — | — | — | $75K | 1.3% | |
| American Funds American Funds New World R6 ** 223 BlackRock 20/80 Target Allocation K ** 617 BlackRock 60/40 Target Allocation K | — | — | — | $65K | 1.1% | |
| T.Rowe Price T. Rowe Price Value I | — | — | — | $54K | 0.9% | |
| Fidelity Small Cap Index | — | — | — | $51K | 0.9% | |
| BlackRock Income Fund K | — | — | — | $49K | 0.8% | |
| Franklin Templeton Franklin High Income R6 | — | — | — | $49K | 0.8% | |
| MFS Intl Diversification R6 ** 222 T.Rowe Price T. Rowe Price Mid-Cap Value I | — | — | — | $26K | 0.4% | |
| American Funds American Funds American Balanced R6 | — | — | — | $17K | 0.3% | |
| Invesco Investco Discovery Mid Cap Growth R6 | — | — | — | $11K | 0.2% | |
| Fidelity Advisor Stock Selector SM CP Z | — | — | — | $11K | 0.2% | |
| American Century American Century Small Cap Value R6 | Mutual Funds | — | — | $11K | 0.2% | |
| MFS Core Equity R6 | — | — | — | $9K | 0.2% |
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