Original filing (PDF)20240319153813NAL0001247488001

J A J EXECUTIVE SERVICES LLC

Name: J A J EXECUTIVE SERVICES LLC — J A J EXECUTIVE SERVICES LLC 401(K) PLAN, Form 5500 (2023)
Creator: J A J EXECUTIVE SERVICES LLC

Form 5500-SF

FILING_RECEIVED

J A J EXECUTIVE SERVICES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

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 A J EXECUTIVE SERVICES LLC.

Plan sponsor

Name

J A J EXECUTIVE SERVICES LLC

EIN

61-1463373

Address

6 REDMOND LANE · OYSTER BAY COVE, NY · 11771

Phone

(516) 305-0067

Industry

Wholesale Tradesee 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

2024-03-19

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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