Original filing (PDF)20250705175256NAL0000865283001

CARLCO II, LLC DBA JIMMY JOHN'S

Name: CARLCO II, LLC DBA JIMMY JOHN'S — CARLCO 401(K) PLAN, Form 5500 (2024)
Creator: CARLCO II, LLC DBA JIMMY JOHN'S

Form 5500-SF

FILING_RECEIVED

CARLCO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARLCO II, LLC DBA JIMMY JOHN'S.

Plan sponsor

Name

CARLCO II, LLC DBA JIMMY JOHN'S

EIN

46-2597725

Address

234 HARDING PLACE · NASHVILLE, TN · 37205

Phone

(815) 955-9951

Industry

Accommodation & Food Servicessee 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

2025-07-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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