Back to filter
Original filing (PDF)20251015104847NAL0009167202001
JARDON & HOWARD TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
JARDON & HOWARD TECHNOLOGIES, INC. RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
92
Accounts w/ balance
80
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JARDON & HOWARD TECHNOLOGIES, INC..
Plan sponsor
Name
JARDON & HOWARD TECHNOLOGIES, INC.
EIN
59-3033129
Address
12501 RESEARCH PARKWAY · ORLANDO, FL · 32826
Phone
(407) 381-7797
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PURVIS, GRAY & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
| RAYMOND JAMES FINANCIAL SERVICES AD | 59-2937883 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $3.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.0M
28 holdings
Pooled Separate Account
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 77.2% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $454K | 22.8% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $409K | 20.6% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $281K | 14.1% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $203K | 10.2% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $177K | 8.9% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $175K | 8.8% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $87K | 4.4% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $49K | 2.5% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $30K | 1.5% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $25K | 1.2% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $22K | 1.1% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $13K | 0.6% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $12K | 0.6% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $11K | 0.5% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $8K | 0.4% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $8K | 0.4% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $8K | 0.4% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $7K | 0.3% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $5K | 0.2% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $4K | 0.2% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $2K | <0.1% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $1K | <0.1% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $701 | <0.1% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $343 | <0.1% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $259 | <0.1% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $256 | <0.1% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $239 | <0.1% | |
| Voya Retirement Insurance and Annuity Company | — | — | — | $198 | <0.1% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE & ANNUITY
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
VOYA SERVICES COMPANY
VOYA 401(K) SAVINGS PLAN
$2.7B · 7,442 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI 403B RETIREMENT PLAN
$2.6B · 12,772 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI DEFINED CONTRIBUTION
$1.1B · 13,560 participants
MERCY HEALTH CORPORATION
MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN
$827.7M · 7,008 participants
WASTE CONNECTIONS, INC.
WASTE CONNECTIONS, INC. 401(K) PROFIT SHARING PLAN
$799.3M · 17,293 participants
Similar-size All Other Professional Services plans
CHICAGO WEALTH MANAGEMENT, INC.
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST
$2.0M · 3 participants
WSN ASSOCIATES, INC.
OCEANSIDE HEALTH PRODUCTS LLC 401K PLAN
$2.0M · 31 participants
REDSTREAM TECHNOLOGY LLC
REDSTREAM TECHNOLOGY LLC PROFIT SHARING PLAN
$2.0M · 4 participants
WESTERN WEATHER GROUP, INC.
WESTERN WEATHER GROUP, INC. 401(K) PROFIT SHARING PLAN
$2.0M · 25 participants
Z2 MARKETING, LTD
Z2 MARKETING, LTD 401(K) PLAN
$2.0M · 8 participants
AMERICAN HOWA KENTUCKY INC
AMERICAN HOWA KENTUCKY INC 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 186 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants