Back to filter
Original filing (PDF)20250929115430NAL0012141504001
JJP 2 LLC
Form 5500-SF
FILING_RECEIVED
VISION FINANCIAL GROUP 401(K) PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
75
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JJP 2 LLC.
Plan sponsor
Name
JJP 2 LLC
EIN
65-1580976
Address
4140 GRAND AVE · DES MOINES, IA · 50312
Phone
(515) 453-2222
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
R. C. FISCHER & CO.
R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST
$5.7M · 23 participants
AMERICAN INSURANCE & INVESTMENT CORPORATION
AMERICAN INSURANCE AND INVESTMENT CORPORATION EMPLOYEES RETIREMENT PLAN
$5.7M · 32 participants
ACRISURE, LLC DBA THE HATCHER AGENCY, INC.
THE HATCHER AGENCY, INC. 401(K) PLAN
$5.7M · 45 participants
GARBER ATLAS FRIES & ASSOC., INC
GARBER ATLAS FRIES & ASSOC., INC. 401(K) PLAN
$5.7M · 37 participants
ALTERNATIVE RISK UNDERWRITING
ALTERNATIVE RISK UNDERWRITING 401K PROFIT SHARING PLAN
$5.7M · 22 participants
WATSON & KNOX, INC.
WATSON & KNOX, INC. RETIREMENT PLAN & TRUST
$5.7M · 20 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B