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Original filing (PDF)20251015134720NAL0002516035001
JOBOT LLC
Form 5500
FILING_RECEIVED
JOBOT LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
754
Accounts w/ balance
1,484
Plan assets (EOY)
$30.8M
Net assets (EOY)
$30.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOBOT LLC.
Plan sponsor
Name
JOBOT LLC
EIN
83-2839454
Address
3101 W COAST HWY STE 200 · NEWPORT BEACH, CA · 926634160
Phone
(949) 946-4810
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GREEN HASSON JANKS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $57K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW | 36-3429599 | CHICAGO, IL | INVESTMENT ADVISORY | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $6K | — |
Investments
25 direct securities · 1 pooled fund· $30.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$30.7M
25 holdings
Common Collective Trust
$115K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Equity 500 Index Fund Class K | — | — | — | $5.6M | 18.2% | |
| State Street Target Retirement Fund Class K | — | — | — | $3.4M | 11.1% | |
| Growth Index Fund Admiral Shares | — | — | — | $3.0M | 9.8% | |
| State Street Target Retirement 2050 Fund Class K | — | — | — | $2.8M | 9.2% | |
| State Street Target Retirement 2045 Fund Class K | — | — | — | $2.6M | 8.5% | |
| State Street Target Retirement 2040 Fund Class K | — | — | — | $2.4M | 7.8% | |
| State Street Target Retirement 2055 Fund Class K | — | — | — | $2.1M | 6.7% | |
| All Cap Equity ex-U.S. Index Fund Class K | — | — | — | $1.8M | 6.0% | |
| TIAA Investments Equity Index Fund Institutional Class | — | — | — | $1.2M | 4.0% | |
| SSGA Funds Management, Inc. Aggregate Bond Index Fund Class K | — | — | — | $1.2M | 3.7% | |
| State Street Target Retirement 2030 Fund Class K | — | — | — | $820K | 2.7% | |
| Maturing through May 2034 Secured by Vested Interest in Plan. | — | — | — | $680K | 2.2% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $590K | 1.9% | |
| State Street Target Retirement 2035 Fund Class K | — | — | — | $548K | 1.8% | |
| Fidelity Small Cap Index | — | — | — | $298K | 1.0% | |
| State Street Target Retirement 2065 Fund Class K | — | — | — | $285K | 0.9% | |
| Value Index Fund Admiral Shares | — | — | — | $233K | 0.8% | |
| Small Cap Value Index Fund Admiral Shares | — | — | — | $216K | 0.7% | |
| The Vanguard Group, Inc. Balanced Index Fund Admiral Shares | — | — | — | $179K | 0.6% | |
| State Street Target Retirement 2025 Fund Class K | — | — | — | $171K | 0.6% | |
| Small Cap Index Fund Admiral Shares | — | — | — | $123K | 0.4% | |
| State Street Target Retirement 2060 Fund Class K | — | — | — | $120K | 0.4% | |
| Small Cap Growth Index Fund Admiral Shares | — | — | — | $116K | 0.4% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $115K | 0.4% | |
| Target Retirement 2020 Fund Class K | — | — | — | $98K | 0.3% | |
| BlackRock iShares MSCI EAFE International Index Fund Class K | — | — | — | $85K | 0.3% |