How big is Jokala's plan?

Jokala's plan reported $531K in assets and 5 participants for 2024.

Original filing (PDF)20250730113421NAL0003989297001

Jokala

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

Form 5500-SF

FILING_RECEIVED

Jokala 401(k) Retirement Plan

401(k) retirement plan · Jokala's Jokala 401(k) Retirement Plan held $531K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$531K

Net assets (EOY)

$531K

People on this filing

Joseph Bongiovanni signed Jokala's 2024 Form 5500 as plan administrator.

Joseph Bongiovanni — 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

Jokala's EIN is 85-4017254.

EIN 85-4017254

Plan number 001

Plan year 2024

ACK ID 20250730113421NAL0003989297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jokala's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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.
High average account balance (89th percentile).

Plan sponsor

Name

JOKALA

EIN

all filings

Address

1717 STUTZ DRIVE · TROY, MI · 48084

Phone

(248) 841-3982

Industry

Manufacturing

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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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