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Original filing (PDF)20250822131721NAL0002557059001
JBEAR ENTERPRISES, LLC
Form 5500
FILING_RECEIVED
WOOLFSON EYE INSTITUTE 401(K) PLAN
401(k) retirement plan
Active participants
162
Accounts w/ balance
159
Plan assets (EOY)
$922K
Net assets (EOY)
$922K
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 (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (66 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JBEAR ENTERPRISES, LLC.
Plan sponsor
Name
JBEAR ENTERPRISES, LLC
EIN
58-2597373
Address
800 MT VERNON HWY NE, SUITE 430 · ATLANTA, GA · 30328
Phone
(770) 804-1684
Industry
Health Care & Social Assistancesee all
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
2025-08-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MOORE COLSON & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $3K | — |
| ERISA SERVICES OF GEORGIA, LLC | 83-4452620 | — | RECORDKEEPER | $900 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEDETTI GUCER & ASSOCIATES | 20-5478610 | — | INVESTMENT ADVISORY | $2K | — |
Investments
30 direct securities· $922K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $127K | 13.8% | |
| Fidelity Freedom 2055 K6 Registered Investment Company | — | — | — | $99K | 10.8% | |
| Fidelity Freedom 2050 K6 Registered Investment Company | — | — | — | $97K | 10.5% | |
| Fidelity Freedom 2045 K6 Registered Investment Company | — | — | — | $83K | 9.0% | |
| Fidelity Freedom 2030 K6 Registered Investment Company | — | — | — | $76K | 8.3% | |
| Fidelity Freedom 2060 K6 Registered Investment Company | — | — | — | $61K | 6.7% | |
| Fidelity Freedom 2035 K6 Registered Investment Company | — | — | — | $59K | 6.4% | |
| Fidelity Freedom 2065 K6 Registered Investment Company | — | — | — | $48K | 5.2% | |
| Fidelity Freedom 2025 K6 Registered Investment Company | — | — | — | $47K | 5.1% | |
| Putnam Large Cap Value R6 Registered Investment Company | — | — | — | $47K | 5.1% | |
| Fidelity Freedom 2040 K6 Registered Investment Company | — | — | — | $35K | 3.8% | |
| Fidelity Freedom 2015 K6 Registered Investment Company | — | — | — | $24K | 2.6% | |
| iShares MSCI EAFE International Index K Registered Investment Company | — | — | — | $15K | 1.6% | |
| Investment Contract - * Transamerica Stable Value Ascend Option Stable Value Option | — | — | — | $14K | 1.5% | |
| Columbia Mid Cap Index Instl3 Registered Investment Company | — | — | — | $12K | 1.3% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | — | — | — | $11K | 1.2% | |
| Thornburg Strategic Income R6 Registered Investment Company | — | — | — | $10K | 1.1% | |
| DFA US Targeted Value I Registered Investment Company | — | — | — | $10K | 1.0% | |
| AB Large Cap Growth Z Registered Investment Company | — | — | — | $9K | 1.0% | |
| Fidelity Freedom 2020 K6 Registered Investment Company | — | — | — | $8K | 0.8% | |
| Putnam Small Cap Growth R6 Registered Investment Company | — | — | — | $7K | 0.8% | |
| MFS Mid Cap Value R6 Registered Investment Company | — | — | — | $5K | 0.6% | |
| Fidelity Freedom Income K6 Registered Investment Company | — | — | — | $4K | 0.4% | |
| PGIM Jennison Mid-Cap Growth R6 Registered Investment Company | — | — | — | $3K | 0.3% | |
| DFA US Small Cap I Registered Investment Company | — | — | — | $3K | 0.3% | |
| BlackRock High Yield Portfolio K Registered Investment Company | — | — | — | $3K | 0.3% | |
| ClearBridge International Growth IS Registered Investment Company | — | — | — | $2K | 0.2% | |
| Cohen & Steers Realty Shares Z Registered Investment Company | — | — | — | $2K | 0.2% | |
| JPMorgan Core Plus Bond R6 Registered Investment Company | — | — | — | $1K | 0.2% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $1K | 0.1% |
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