Original filing (PDF)20250603142708NAL0029677298001

JACK RILEY INVESTMENTS, LLC DBA PINK LILY

Name: JACK RILEY INVESTMENTS, LLC DBA PINK LILY — PINK LILY 401(K) PLAN, Form 5500 (2024)
Creator: JACK RILEY INVESTMENTS, LLC DBA PINK LILY

Form 5500-SF

FILING_RECEIVED

PINK LILY 401(K) PLAN

401(k) retirement plan

Active participants

116

Accounts w/ balance

Plan assets (EOY)

$764K

Net assets (EOY)

$764K

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACK RILEY INVESTMENTS, LLC DBA PINK LILY.

Plan sponsor

Name

JACK RILEY INVESTMENTS, LLC DBA PINK LILY

EIN

46-3458530

Address

323 MITCH MCCONNELL WAY · BOWLING GREEN, KY · 42101

Phone

(270) 495-3636

Industry

Retail Tradesee 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

2025-06-03

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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BILLY'S FASHIONS

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 36% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.