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Original filing (PDF)20251002085630NAL0000812946001
JC LICHT, LLC
Form 5500
FILING_RECEIVED
JC LICHT 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 46.5 moNo auditor on file
Active participants
386
Accounts w/ balance
321
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
1 pooled trust
Schedule D
127 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 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
35
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 46.5 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JC LICHT, LLC.
Plan sponsor
Name
JC LICHT, LLC
EIN
47-2174551
Address
901 S. ROHLWING RD., STE. M · ADDISON, IL · 60101
Phone
(630) 868-7342
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE CO | 13-5570651 | — | RECORD KEEPER | $21K | — |
Investments
126 direct securities · 1 pooled fund· $34.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$29.6M
126 holdings
Pooled Separate Account
$5.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $5.3M | 92.7% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $1.3M | 22.3% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $1.2M | 21.5% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $1.2M | 20.2% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $1.2M | 20.0% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $1.1M | 20.0% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $961K | 16.7% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $883K | 15.3% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $844K | 14.7% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $787K | 13.7% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $721K | 12.5% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $632K | 11.0% | |
| Vanguard Target Retirement 2015 Inv | — | — | — | $613K | 10.6% | |
| Fidelity 500 Index Institutional Premium | — | — | — | $610K | 10.6% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $575K | 10.0% | |
| Vanguard Target Retirement 2015 Inv | — | — | — | $575K | 10.0% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $560K | 9.7% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $503K | 8.7% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $498K | 8.7% | |
| Fidelity 500 Index Institutional Premium | — | — | — | $473K | 8.2% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $435K | 7.6% | |
| Fidelity 500 Index Institutional Premium | — | — | — | $431K | 7.5% | |
| Equitable Life Insurance Company AB Government Money Market I | — | — | — | $427K | 7.4% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $370K | 6.4% | |
| Equitable Life Insurance Company AB Government Money Market I | — | — | — | $365K | 6.3% | |
| AB Relative Value Z | — | — | — | $362K | 6.3% | |
| Participants Participant notes receivable bearing interest between 4.25 and 9.50 percent - | — | — | — | $362K | 6.3% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $358K | 6.2% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $349K | 6.1% | |
| Fidelity 500 Index Institutional Premium | — | — | — | $348K | 6.1% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $333K | 5.8% | |
| Vanguard Target Retirement Income Inv | — | — | — | $331K | 5.8% | |
| American Century Ultra R6 | — | — | — | $303K | 5.3% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $301K | 5.2% | |
| AB Relative Value Z | — | — | — | $301K | 5.2% | |
| Vanguard Target Retirement 2070 Inv * 343 Vanguard Target Retirement Income Inv | — | — | — | $285K | 5.0% | |
| T. Rowe Price Blue Chip Growth I | — | — | — | $271K | 4.7% | |
| Participants Participant notes receivable bearing interest between 4.25 and 8.50 percent - | — | — | — | $264K | 4.6% | |
| T. Rowe Price Blue Chip Growth I | — | — | — | $255K | 4.4% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $246K | 4.3% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $237K | 4.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $231K | 4.0% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $212K | 3.7% | |
| AB Relative Value Z | — | — | — | $210K | 3.6% | |
| Equitable Insurance Company Group annuity contract - Guaranteed Interest Option | — | — | — | $207K | 3.6% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $197K | 3.4% | |
| Participants Participant notes receivable bearing interest between 4.25 and 6.50 percent - | — | — | — | $191K | 3.3% | |
| American Century Ultra R6 | — | — | — | $185K | 3.2% | |
| Equitable Life Insurance Company AB Relative Value Z | — | — | — | $180K | 3.1% | |
| Principal Real Estate Securities FD R-6 | — | — | — | $174K | 3.0% | |
| MFS Mid Cap Value R6 | — | — | — | $167K | 2.9% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $164K | 2.9% | |
| Principal Real Estate Securities FD R-6 | — | — | — | $160K | 2.8% | |
| Vanguard LifeStrategy Moderate Gr Inv | — | — | — | $159K | 2.8% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $156K | 2.7% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $155K | 2.7% | |
| Vanguard LifeStrategy Moderate Gr Inv | — | — | — | $155K | 2.7% | |
| Participants Participant notes receivable bearing interest between 4.25 and 6.50 percent - | — | — | — | $154K | 2.7% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $140K | 2.4% | |
| Pib EQ/Balance Strategy Portfolio * 992 Principal Real Estate Securities FD R-6 | — | — | — | $138K | 2.4% | |
| MFS Mid Cap Value R6 | — | — | — | $136K | 2.4% | |
| MFS Mid Cap Value R6 | — | — | — | $132K | 2.3% | |
| Goldman Sachs Small Cap Val Insights R6 | — | — | — | $123K | 2.1% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $118K | 2.1% | |
| Western Asset Core Plus Vit I | — | — | — | $115K | 2.0% | |
| Goldman Sachs Small Cap Val Insights R6 | — | — | — | $113K | 2.0% | |
| Vanguard Vif Total Bond Mkt Idx | — | — | — | $111K | 1.9% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $109K | 1.9% | |
| Goldman Sachs Small Cap Val Insights R6 | — | — | — | $107K | 1.9% | |
| AB Small Cap Growth Z | — | — | — | $107K | 1.9% | |
| Principal Real Estate Securities FD R-6 | — | — | — | $105K | 1.8% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $104K | 1.8% | |
| Western Asset Core Plus Vit I | — | — | — | $102K | 1.8% | |
| Western Asset Core Plus Vit I | — | — | — | $102K | 1.8% | |
| Vanguard Vif Total Bond Mkt Idx | — | — | — | $101K | 1.8% | |
| Western Asset Core Plus Vit I | — | — | — | $101K | 1.8% | |
| MFS Mid Cap Value R6 | — | — | — | $100K | 1.7% | |
| Equitable Life Insurance Company Group annuity contract - Guaranteed Interest Option | — | — | — | $99K | 1.7% | |
| Vanguard Vif Total Bond Mkt Idx | — | — | — | $98K | 1.7% | |
| Vanguard Vif Total Bond Mkt Idx | — | — | — | $97K | 1.7% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $96K | 1.7% | |
| AB Small Cap Growth Z | — | — | — | $93K | 1.6% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $92K | 1.6% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $89K | 1.6% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $89K | 1.5% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $88K | 1.5% | |
| Goldman Sachs Small Cap Val Insights R6 | — | — | — | $86K | 1.5% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $85K | 1.5% | |
| AB Small Cap Growth Z | — | — | — | $81K | 1.4% | |
| Equitable Life Insurance Company Group annuity contract - Guaranteed Interest Option | — | — | — | $77K | 1.3% | |
| Invesco International Diversified R6 | — | — | — | $76K | 1.3% | |
| Vanguard International Growth ADM | — | — | — | $76K | 1.3% | |
| Vanguard LifeStrategy Moderate Gr Inv | — | — | — | $75K | 1.3% | |
| Equitable Life Insurance Company AB Government Money Market I | — | — | — | $75K | 1.3% | |
| Invesco International Diversified R6 | — | — | — | $74K | 1.3% | |
| AB Small Cap Growth Z | — | — | — | $69K | 1.2% | |
| Vanguard LifeStrategy Moderate Gr Inv | — | — | — | $66K | 1.1% | |
| Vanguard Growth & Income ADM | — | — | — | $66K | 1.1% | |
| Vanguard International Growth ADM | — | — | — | $61K | 1.1% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $55K | 1.0% | |
| Equitable Life Insurance Company Group annuity contract - Guaranteed Interest Option | — | — | — | $48K | 0.8% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $33K | 0.6% | |
| Fidelity Small Cap Index Instl Premium | — | — | — | $29K | 0.5% | |
| Vanguard Growth & Income ADM | — | — | — | $28K | 0.5% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $28K | 0.5% | |
| Fidelity Small Cap Index Instl Premium | — | — | — | $24K | 0.4% | |
| Fidelity Mid Cap Index Instl Premium | — | — | — | $22K | 0.4% | |
| Vanguard Growth & Income ADM | — | — | — | $20K | 0.4% | |
| Fidelity Mid Cap Index Instl Premium | — | — | — | $20K | 0.3% | |
| Fidelity Small Cap Index Instl Premium | — | — | — | $17K | 0.3% | |
| American Funds New World R6 | — | — | — | $14K | 0.2% | |
| American Funds New World R6 | — | — | — | $11K | 0.2% | |
| American Funds New World R6 | — | — | — | $9K | 0.2% | |
| Fidelity Small Cap Index Instl Premium | — | — | — | $8K | 0.1% | |
| BlackRock High Yield Portfolio K | — | — | — | $8K | 0.1% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $6K | 0.1% | |
| American Funds New World R6 | — | — | — | $6K | 0.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $6K | 0.1% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $5K | <0.1% | |
| BlackRock High Yield Portfolio K | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income Inv | — | — | — | $3K | <0.1% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $3K | <0.1% | |
| Fidelity Mid Cap Index Instl Premium | — | — | — | $2K | <0.1% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $2K | <0.1% | |
| BlackRock High Yield Portfolio K | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Income Inv * 104 Vanguard Total Intl Stock Index Admiral | — | — | — | $1K | <0.1% | |
| Pib EQ/Balance Strategy Portfolio | — | — | — | $1K | <0.1% |
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