Original filing (PDF)20250411082022NAL0045944850001

JJJ FINANCIAL, LLC

Name: JJJ FINANCIAL, LLC — JJJ FINANCIAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JJJ FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

JJJ FINANCIAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JJJ FINANCIAL, LLC.

Plan sponsor

Name

JJJ FINANCIAL, LLC

EIN

82-2963487

Address

33 RIVER ST · CHAGRIN FALLS, OH · 44022

Phone

(216) 755-7150

Industry

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

2025-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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