Original filing (PDF)20230414141332NAL0006328817001

JENNINGS & CO.

Name: JENNINGS & CO. — JENNINGS & CO. 401(K) PLAN, Form 5500 (2022)
Creator: JENNINGS & CO.

Form 5500-SF

FILING_RECEIVED

JENNINGS & CO. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 JENNINGS & CO..

Plan sponsor

Name

JENNINGS & CO.

EIN

74-2387477

Address

4444 CORONA · SUITE 137 · CORPUS CHRISTI, TX · 78411

Phone

(361) 985-1221

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-31

Filed

2023-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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 Professional & Technical Services plans

ONPOINTE TAX AND ACCOUNTING

ONPOINTE TAX AND ACCOUNTING CBS BENEFIT PLAN

RANGE PROFESSIONAL SERVICES, LLC

RANGE PROFESSIONAL SERVICES, LLC MCF BENEFIT PLAN

BOOKS BY GINGER LLC

BOOKS BY GINGER 401(K) PLAN

MUELLER DOTKONNECT, LLC

MUELLER DOTKONNECT, LLC 401(K) PLAN

DIVERSE NETWORK AUDITS

DIVERSE NETWORK AUDITS 401(K) PROFIT SHARING PLAN