Original filing (PDF)20250606150137NAL0035573090001

J.R. YOUNG CO.

Name: J.R. YOUNG CO. — J.R. YOUNG CO. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: J.R. YOUNG CO.

Form 5500-SF

FILING_RECEIVED

J.R. YOUNG CO. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.R. YOUNG CO..

Plan sponsor

Name

J.R. YOUNG CO.

EIN

61-0959338

Address

2201 REGENCY ROAD · SUITE 304 · LEXINGTON, KY · 40503

Phone

(859) 275-1642

Industry

Finance & Insurancesee 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

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FENORTON, LLC

FENORTON, LLC 401(K) PLAN

$1.3M · 5 participants

EVERPAR ADVISORS, LLC

EVERPAR ADVISORS 401(K) PLAN

$1.3M · 7 participants

STILLWATER LLC

STILLWATER LLC 401(K) PLAN

$1.3M · 8 participants

AVORO CAPITAL ADVISORS LLC

AVORO CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN

$1.3M · 13 participants

CHIU ASSOCIATES LIMITED PARTNERSHIP

CHIU ASSOCIATES LIMITED PARTNERSHIP 401(K) PLAN

$1.3M · 2 participants