Original filing (PDF)20260112134557NAL0013264289001

JOES STONE CRABS, INC.

Name: JOES STONE CRABS, INC. — JOE'S STONE CRABS, INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOES STONE CRABS, INC.

Form 5500

FILING_RECEIVED

JOE'S STONE CRABS, INC PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 2

~77 bps in Sched C feesNo recordkeeper disclosed

Active participants

348

Accounts w/ balance

394

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

How this plan invests

This plan

13 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOES STONE CRABS, INC..

Plan sponsor

Name

JOES STONE CRABS, INC.

EIN

59-0601879

Address

11 WASHINGTON AVE · MIAMI BEACH, FL · 33139

Phone

(305) 673-0365

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINSCO PRIVATE LEDGER	95-2834236	SAN DIEGO, CA	INVESTMENT ADVISORY	$77K	—

Investments

12 direct securities· $8.8M(89% of reported assets)

Uncategorized

$7.9M

10 holdings

Mutual Funds

$948K

1 holding

Real Estate

$8K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	SCHWAB U S Large Cap Growth ETF	—	—	$421K	$1.3M	13.5%
	Vanguard Value ETF	—	—	$698K	$1.3M	13.3%

Related plans

Similar-size Accommodation & Food Services plans

LAFRANCE BROTHERS, INC.

LAFRANCE BROTHERS, INC. 401(K) PROFIT SHARING PLAN

$9.9M · 351 participants

TAVISTOCK RESTAURANTS GROUP, LLC

TAVISTOCK RESTAURANT COLLECTION 401(K) PLAN

$10.0M · 1,524 participants

MACKAY RESTAURANT MANAGEMENT GROUP, INC.

FIRE & VINE HOSPITALITY 401(K) PROFIT SHARING PLAN

$9.8M · 266 participants

YOSHINOYA AMERICA, INC.

YOSHINOYA AMERICA, INC 401(K) PLAN

$9.7M · 784 participants

JTS ENTERPRISES OF TAMPA, LIMITED

THE CASPERS COMPANY 401(K) PLAN