Original filing (PDF)20240711103133NAL0016025921001

JORDAN NICHOLAS ELLIOTT, INC.

Name: JORDAN NICHOLAS ELLIOTT, INC. — JORDAN NICHOLAS ELLIOTT, INC. 401(K) INVESTMENT PLAN, Form 5500 (2023)
Creator: JORDAN NICHOLAS ELLIOTT, INC.

Form 5500-SF

FILING_RECEIVED

JORDAN NICHOLAS ELLIOTT, INC. 401(K) INVESTMENT PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

228

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JORDAN NICHOLAS ELLIOTT, INC..

Plan sponsor

Name

JORDAN NICHOLAS ELLIOTT, INC.

EIN

59-3048205

Address

1845 E. MEMORIAL BLVD. · LAKELAND, FL · 33801

Phone

(863) 583-9192

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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