How big is The Jay Group, Ltd.'s plan?

The Jay Group, Ltd.'s plan reported $4.8M in assets and 155 participants for 2024.

Original filing (PDF)20250925083952NAL0009541600001

The Jay Group, Ltd.

Name: The Jay Group, Ltd. — The Jay Group, Ltd. Retirement, Form 5500 (2024)
Creator: The Jay Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Jay Group, Ltd. Retirement Savings Plan

401(k) retirement plan · The Jay Group, Ltd.'s The Jay Group, Ltd. Retirement Savings Plan held $4.8M in plan assets for 155 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributions29% in single holdingSelf-directed brokerage offered

Active participants

155

Accounts w/ balance

192

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Gwendolyn Rigsby signed The Jay Group, Ltd.'s 2024 Form 5500 as plan administrator.

Gwendolyn Rigsby — 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

The Jay Group, Ltd.'s EIN is 56-1677448.

EIN 56-1677448

Plan number 002

Plan year 2024

ACK ID 20250925083952NAL0009541600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Jay Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Jay Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE JAY GROUP, LTD..

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How this plan invests

This plan

24 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) — 58K (9% of contributions).

Plan sponsor

Name

THE JAY GROUP, LTD.

EIN

all filings

Address

1450 ATLANTIC AVE · ROCKY MOUNT, NC · 27801

Phone

(252) 442-2139

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$20K	—

Investments

24 direct securities· $4.7M(98% of reported assets)

Mutual Funds

$3.3M

17 holdings

Common Collective Trusts

$757K

4 holdings

Self-Directed Brokerage

$671K

1 holding

Other securities

$6K

2 holdings

					% of plan
s * Fidelity Investments Fidelity Freedom Index 2040 Fund IPR	Mutual Funds	—	—	$1.4M	28.6%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$718K	15.0%
Self-directed brokerage accounts U.S. government securities U.S. Treasury U.S. Treasury T-bills, 0%, Dtd 2/25/25	Self-Directed Brokerage	—	—	$671K	14.0%
Fidelity Investments Fidelity Freedom Index 2025 Fund IPR	Mutual Funds	—	—	$415K	8.7%
Fidelity Investments Fidelity Freedom Index 2030 Fund IPR	Mutual Funds	—	—	$263K	5.5%
Fidelity Investments Fidelity Freedom Index 2050 Fund IPR	Mutual Funds	—	—	$262K	5.5%
Fidelity Investments Fidelity Freedom Index 2060 Fund IPR	Mutual Funds	—	—	$202K	4.2%
Fidelity Investments Fidelity Freedom Index 2035 Fund IPR	Mutual Funds	—	—	$195K	4.1%
Fidelity Investments Fidelity Freedom Index 2045 Fund IPR	Mutual Funds	—	—	$181K	3.8%
Fidelity Investments Fidelity Freedom Index 2055 Fund IPR	Mutual Funds	—	—	$107K	2.2%
Fidelity Investments Fidelity Freedom Index 2010 Fund IPR	Mutual Funds	—	—	$91K	1.9%
Fidelity Investments Fidelity Freedom Index 2065 Fund IPR	Mutual Funds	—	—	$75K	1.6%
Money market fund * Fidelity Investments Fidelity Government Cash Reserves	Mutual Funds	—	—	$47K	1.0%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$23K	0.5%
DFA Investments DFA Emerging Markets Core Equity 2	Mutual Funds	—	—	$20K	0.4%
Vanguard Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$14K	0.3%
Fidelity Investments Fidelity Freedom Index 2020 Fund IPR	Mutual Funds	—	—	$13K	0.3%
Vanguard International Value Fund	Mutual Funds	—	—	$12K	0.3%
Money market fund * Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$11K	0.2%
T. Rowe Price T. Rowe Price New Era Fund	Other securities	—	—	$3K	<0.1%
Manteio Managed Futures Strategy I	Other securities	—	—	$3K	<0.1%
* Fidelity Investments Fidelity Money Market Fund	Mutual Funds	—	—	$1K	<0.1%
Fidelity Investments Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$1K	<0.1%
MFS Investments MFS Massachusetts Inv Growth Stock Fund Class R6	Mutual Funds	—	—	$1K	<0.1%