How big is Jaxco LLC's plan?

Jaxco LLC's plan reported $26K in assets and 2 participants for 2024.

Original filing (PDF)20250418220929NAL0000024819029

Jaxco LLC

Name: Jaxco LLC — Jaxco LLC 401(k) Plan, Form 5500 (2024)
Creator: Jaxco LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jaxco LLC 401(k) Plan

401(k) retirement plan · Jaxco LLC's Jaxco LLC 401(k) Plan held $26K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

QIAN LIU signed Jaxco LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Jaxco LLC's EIN is 85-0767873.

EIN 85-0767873

Plan number 001

Plan year 2024

ACK ID 20250418220929NAL0000024819029

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jaxco LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jaxco LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

JAXCO LLC

EIN

all filings

Address

648 GRIFFITH ROAD SUITE D · CHARLOTTE, NC · 28217

Phone

(301) 792-1808

Industry

Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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