Original filing (PDF)20231014144447NAL0023178579001

Jerry LEES Grocery, Inc.

Name: Jerry LEES Grocery, Inc. — Jerry Lee's Grocery, Inc., Form 5500 (2022)
Creator: Jerry LEES Grocery, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jerry Lee's Grocery, Inc. 401(k) Plan

401(k) retirement plan · Jerry LEES Grocery, Inc.'s Jerry Lee's Grocery, Inc. 401(k) Plan filed a Form 5500 for plan year 2022, with John Hancock as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

18 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JERRY LEES GROCERY, INC..

Plan sponsor

Name

JERRY LEES GROCERY, INC.

EIN

64-0509904all filings

Address

1417 HIGHWAY 90 · GAUTIER, MS · 39553

Phone

(228) 497-2730

Industry

Supermarkets & Other Grocery Stores· Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE	01-0233346	—	RECORDKEEPER	$725	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES	35-2552359	—	ADVISOR	$8K	—

TPA / Administrator

Investments

18 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER GROWTH LA JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—
SELECT AA MODERATE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	—