Original filing (PDF)20250715090408NAL0001184451001

R.L. JORDAN OIL COMPANY OF NC, INC.

Name: R.L. JORDAN OIL COMPANY OF NC, INC. — R.L. JORDAN OIL COMPANY OF NC, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: R.L. JORDAN OIL COMPANY OF NC, INC.

Form 5500

FILING_RECEIVED

R.L. JORDAN OIL COMPANY OF NC, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 3

Possibly inadequate fidelity bondCorrective distributions issued~102 bps in Sched C fees

Active participants

444

Accounts w/ balance

288

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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

Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (17th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R.L. JORDAN OIL COMPANY OF NC, INC..

Plan sponsor

Name

R.L. JORDAN OIL COMPANY OF NC, INC.

EIN

56-1999845

Address

1451 FERNWOOD GLENDALE RD. · SPARTANBURG, SC · 29307

Phone

(864) 585-2784

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$33K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL.	—	ST. PETERSBURG, FL	NONE	$10K	—

Investments

1 pooled fund· $61K(1% 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.