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Original filing (PDF)20251013162208NAL0002420640001
JANICKI INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
JANICKI RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,507
Accounts w/ balance
1,774
Plan assets (EOY)
$82.2M
Net assets (EOY)
$82.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JANICKI INDUSTRIES, INC..
Plan sponsor
Name
JANICKI INDUSTRIES, INC.
EIN
91-1653257
Address
719 METCALF STREET · SEDRO WOOLLEY, WA · 982841420
Phone
(888) 856-5143
Industry
Manufacturingsee 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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LARSON GROSS ASSURANCE, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANICKI INDUSTRIES | 91-1653257 | — | TRUSTEE | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $150K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON GROSS | 91-1663574 | — | ACCOUNTANT | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
31 direct securities · 1 pooled fund· $82.2M(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
$80.5M
31 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amer Century Sml Cap Val R6 Fd | — | — | $0 | $11.3M | 13.7% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | — | — | $0 | $8.6M | 10.5% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | — | — | $0 | $8.4M | 10.2% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | — | — | $0 | $8.1M | 9.8% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | — | — | $0 | $7.8M | 9.5% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | — | — | $0 | $6.3M | 7.6% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | — | — | $0 | $5.6M | 6.9% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | — | — | $0 | $5.4M | 6.6% | |
| American Funds NewPrsp R6 Fnd | — | — | $0 | $4.9M | 6.0% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.9M | 2.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $0 | $1.7M | 2.0% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.6M | 2.0% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.5M | 1.9% | |
| Participant Loans | — | — | — | $1.1M | 1.4% | |
| Amer Funds Amer Bal R6 Fd | — | — | $0 | $1.1M | 1.3% | |
| AMERICAN FUNDS 2070 TDR R6 FD | — | — | $0 | $1.0M | 1.3% | |
| MFS Global Opp Bond R6 Fund | — | — | $0 | $874K | 1.1% | |
| Fidelity Sm Cap Index Fund | — | — | $0 | $858K | 1.0% | |
| Legg Mason ClrBrige Slct IS Fd | — | — | $0 | $755K | 0.9% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | — | — | $0 | $578K | 0.7% | |
| Am Fds Grth Fd of Am R6 Fund | — | — | $0 | $447K | 0.5% | |
| Hood River Sm-Cap Growth Inst | — | — | $0 | $424K | 0.5% | |
| MFS Intl Diversification R6 Fd | — | — | $0 | $384K | 0.5% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | — | — | $0 | $378K | 0.5% | |
| PGIM Jennison Nat Res R6 Fd | — | — | $0 | $320K | 0.4% | |
| MFS Value R6 Fund | — | — | $0 | $315K | 0.4% | |
| Fidelity 500 Index Fund | — | — | $0 | $243K | 0.3% | |
| Fidelity Mid Cp Index Fund | — | — | $0 | $146K | 0.2% | |
| Nuveen Real Est Secs R6 Fd | — | — | $0 | $115K | 0.1% | |
| Fidelity International Idx Fd | — | — | $0 | $80K | <0.1% | |
| Allspring Spec M Cap Value R6 | — | — | $0 | $20K | <0.1% | |
| BlackRock Total Return K Fund | — | — | $0 | $2K | <0.1% |
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