Original filing (PDF)20231014144447NAL0023178579001

JERRY LEES GROCERY, INC.

Name: JERRY LEES GROCERY, INC. — JERRY LEE'S GROCERY, INC. 401(K) PLAN, Form 5500 (2022)
Creator: JERRY LEES GROCERY, INC.

Form 5500

FILING_RECEIVED

JERRY LEE'S GROCERY, INC. 401(K) PLAN

401(k) retirement plan

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 (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 JERRY LEES GROCERY, INC..

Plan sponsor

Name

JERRY LEES GROCERY, INC.

EIN

64-0509904

Address

1417 HIGHWAY 90 · GAUTIER, MS · 39553

Phone

(228) 497-2730

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee all

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

Name	EIN	Location	Relation	Direct comp

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.

Investment	Type	Current value	% 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	—

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