· 2022–2024 · DOL EFAST2

J Small Investments LC — J. Small Investments, L.C., Form 5500 (2025)

Original filing (PDF)20260617150329NAL0002955472001

J Small Investments LC

Form 5500-SF

FILING_RECEIVED

J. Small Investments, L.C.

401(k) retirement plan · J Small Investments LC's J. Small Investments, L.C. held $62K in plan assets for 19 participants in 2025.

Active participants

19

Accounts w/ balance

6

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

36

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J SMALL INVESTMENTS LC.

Plan sponsor

Name

J SMALL INVESTMENTS LC

EIN

75-2732168all filings

Address

8411 PRESTON RD #800 · DALLAS, TX · 75225

Phone

(972) 352-8315

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Peretz & Associates

Peretz & Associates

$62K · 12 participants

Malcolm T Sloan PLC

Malcolm T Sloan PLC 401(k) Profit Sharing Plan & Trust

$62K · 7 participants

Lighthouse Accounting Inc.

Lighthouse Accounting Inc.

$62K · 6 participants

Grenier Construction and SON LLC

Grenier Construction and SON LLC

$62K · 5 participants

Matt Price LLC 401(k) Profit Sharing Plan & Trust

$62K · 2 participants

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