How big is JOAN Holdco, LLC's plan?

JOAN Holdco, LLC's plan reported $4.7M in assets and 67 participants for 2025.

Original filing (PDF)20260401134458NAL0001255073001

JOAN Holdco, LLC

Name: JOAN Holdco, LLC — JOAN Holdco, LLC 401(k) Plan, Form 5500 (2025)
Creator: JOAN Holdco, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JOAN Holdco, LLC 401(k) Plan

401(k) retirement plan · JOAN Holdco, LLC's JOAN Holdco, LLC 401(k) Plan held $4.7M in plan assets for 67 participants in 2025.

Active participants

Accounts w/ balance

109

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Renee Jennings signed JOAN Holdco, LLC's 2025 Form 5500 as plan administrator.

Renee Jennings — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JOAN Holdco, LLC's EIN is 82-1878469.

EIN 82-1878469

Plan number 001

Plan year 2025

ACK ID 20260401134458NAL0001255073001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JOAN Holdco, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JOAN Holdco, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOAN HOLDCO, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

JOAN HOLDCO, LLC

EIN

all filings

Address

44 WALL STREET · SUITE 1000 · NEW YORK, NY · 10005

Phone

(917) 514-4442

Industry

Professional & Technical Services

Plan administrator