Original filing (PDF)20251031094930NAL0002953425001

JR MANAGEMENT, INC.

Name: JR MANAGEMENT, INC. — GATORS & PIESANOS 401(K) PLAN, Form 5500 (2024)
Creator: JR MANAGEMENT, INC.

Form 5500

FILING_RECEIVED

GATORS & PIESANOS 401(K) PLAN

401(k) retirement plan

Signals · 3

26% in single holding~220 bps in Sched C feesNo recordkeeper disclosed

Active participants

423

Accounts w/ balance

371

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

How this plan invests

This plan

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JR MANAGEMENT, INC..

Plan sponsor

Name

JR MANAGEMENT, INC.

EIN

83-1020206

Address

PO BOX 358874 · GAINESVILLE, FL · 32635

Phone

(352) 375-2690

Industry

Accommodation & Food Servicessee 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

2025-10-31

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)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES, INC.	13-2638166	—	INVESTMENT ADVISORY	$13K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	CONTRACT ADMINISTRATOR	$36K	—
RETIREMENT SOLUTIONS SPECIALISTS	27-0293282	—	TPA	$0	—

Investments

14 direct securities· $2.2M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
JPMorgan SmartRet 2060 Fnd R6	—	—	—	$567K	25.5%
JPMorgan SmartRet 2055 Fnd R6	—	—	—	$287K	12.9%
JPMorgan SmartRet 2040 Fnd R6	—	—	—	$267K	12.0%
JPMorgan SmartRet 2050 Fnd R6	—	—	—	$235K	10.6%

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