Original filing (PDF)20250225195140NAL0000019105001

JACK BOLES SERVICES, INC.

Name: JACK BOLES SERVICES, INC. — JACK BOLES SERVICES, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: JACK BOLES SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

JACK BOLES SERVICES, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACK BOLES SERVICES, INC..

Plan sponsor

Name

JACK BOLES SERVICES, INC.

EIN

75-1687867

Address

8150 BROOKRIVER DR., SUITE 140 · DALLAS, TX · 752474068

Phone

(214) 880-4477

Industry

Other Services (ex. Public Admin)see 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

2025-02-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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