How big is Jim N Nicks Management LLC's plan?

Jim N Nicks Management LLC's plan reported $7.7M in assets and 5,739 participants for 2024.

Original filing (PDF)20251010141159NAL0004690467001

Jim N Nicks Management LLC

Name: Jim N Nicks Management LLC — Jim N Nicks 401(k) Plan, Form 5500 (2024)
Creator: Jim N Nicks Management LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jim N Nicks 401(k) Plan

401(k) retirement plan · Jim N Nicks Management LLC's Jim N Nicks 401(k) Plan held $7.7M in plan assets for 5,739 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

5,739

Accounts w/ balance

302

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Lindsey Pourciau signed Jim N Nicks Management LLC's 2024 Form 5500 as plan administrator.

Lindsey Pourciau — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jim N Nicks Management LLC's EIN is 47-1361551.

EIN 47-1361551

Plan number 001

Plan year 2024

ACK ID 20251010141159NAL0004690467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jim N Nicks Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jim N Nicks Management LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 72K (6% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

JIM N NICKS MANAGEMENT LLC

EIN

all filings

Address

10 INVERNESS CENTER PKWY · SUITE 250 · BIRMINGHAM, AL · 35242

Phone

(205) 484-0000

Industry

Accommodation & Food Services

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

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$25K	—

Investments

30 direct securities· $7.3M(94% of reported assets)

Other securities

$6.3M

21 holdings

Common Collective Trusts

$597K

5 holdings

Bonds / Notes

$216K

1 holding

Mutual Funds

$68K

2 holdings

Cash / Money Market

$54K

1 holding

					% of plan
Freedom 2050 Fund Mutual fund	Other securities	—	—	$1.0M	13.1%
Blue Chip Growth Fund Mutual fund	Other securities	—	—	$833K	10.8%
Freedom 2045 Fund Mutual fund	Other securities	—	—	$775K	10.0%
Freedom 2055 Fund Mutual fund	Other securities	—	—	$714K	9.2%
Freedom 2035 Fund Mutual fund	Other securities	—	—	$712K	9.2%
Freedom 2030 Fund Mutual fund	Other securities	—	—	$659K	8.5%
Freedom 2040 Fund Mutual fund	Other securities	—	—	$414K	5.4%
Freedom 2025 Fund Mutual fund	Other securities	—	—	$386K	5.0%
500 Index Fund Mutual fund	Common Collective Trusts	—	—	$334K	4.3%
Freedom 2060 Fund Mutual fund	Other securities	—	—	$228K	3.0%
Participant loans Interest rates ranging from 4.25% - 9.50%	Bonds / Notes	—	—	$216K	2.8%
Large Cap Stock Fund Mutual fund	Other securities	—	—	$193K	2.5%
International Index Fund Mutual fund	Common Collective Trusts	—	—	$119K	1.5%
Carillon Eagle Mid Cap Growth Fund Mutual fund	Other securities	—	—	$118K	1.5%
Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$94K	1.2%
Overseas Fund Mutual fund	Other securities	—	—	$76K	1.0%
MFS Mid Cap Value Fund Mutual fund	Mutual Funds	—	—	$57K	0.7%
Government Money Market Fund Mutual fund	Cash / Money Market	—	—	$54K	0.7%
Freedom 2065 Fund Mutual fund	Other securities	—	—	$53K	0.7%
International Growth Fund Mutual fund	Other securities	—	—	$46K	0.6%
Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$42K	0.5%
Freedom 2020 Fund Mutual fund	Other securities	—	—	$33K	0.4%
Balanced Fund Mutual fund	Other securities	—	—	$32K	0.4%
PGIM High Yield Fund Mutual fund	Other securities	—	—	$20K	0.3%
Alliance Bernstein Bond Inflation Strategy Fund Mutual fund	Other securities	—	—	$17K	0.2%
Alliance Bernstein Small Cap Growth Fund Mutual fund	Other securities	—	—	$14K	0.2%
Invesco Diversified Dividend Fund Mutual fund	Mutual Funds	—	—	$11K	0.1%
Allspring Special Small Cap Value Fund Mutual fund	Other securities	—	—	$8K	0.1%
US Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$8K	0.1%
Freedom Income Fund Mutual fund	Other securities	—	—	$2K	<0.1%