Original filing (PDF)20240115153551NAL0009634147001

JONES, WALDO, HOLBROOK & MCDONOUGH, P.C.

Name: JONES, WALDO, HOLBROOK & MCDONOUGH, P.C. — JONES, WALDO, HOLBROOK & MCDONOUGH PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: JONES, WALDO, HOLBROOK & MCDONOUGH, P.C.

Form 5500

FILING_RECEIVED

JONES, WALDO, HOLBROOK & MCDONOUGH PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 2

Corrective distributions issued~25456111 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$36

Net assets (EOY)

$36

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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 80% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (0th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONES, WALDO, HOLBROOK & MCDONOUGH, P.C..

Plan sponsor

Name

JONES, WALDO, HOLBROOK & MCDONOUGH, P.C.

EIN

87-0347609

Address

P. O. BOX 45444 · SALT LAKE CITY, UT · 84145

Phone

(801) 521-3200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-04-01

Tax period

2023-03-31

Filed

2024-01-15

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS, LLC	—	SAN RAFAEL, CA	ADVISOR	$13K	—

Investments

2 pooled funds· $0(0% 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.

			% of plan
VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 022	Common Collective Trust	$0	<0.1%
WELLS FARGO GALLIARD STABLE VALUE FUND C · EIN 94-3371778 / PN 001	Common Collective Trust	$0	<0.1%