Original filing (PDF)20251201104451NAL0005736979001

JPI DEVELOPMENT GROUP, INC.

Name: JPI DEVELOPMENT GROUP, INC. — THE CONTRACTORS RETIREMENT PLAN, Form 5500 (2024)
Creator: JPI DEVELOPMENT GROUP, INC.

Form 5500

FILING_RECEIVED

THE CONTRACTORS RETIREMENT PLAN

401(k) retirement plan

Signals · 3

Late filing · 0.5 mo95% in single holdingNo recordkeeper disclosed

Active participants

121

Accounts w/ balance

151

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

How this plan invests

This plan

1 pooled trust

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Filed 0.5 months past the 10.5-month grace window.
Top holding "Contractors Retirement Plan Master Trust Pooled Separate Accounts" is 95% of plan.
No recordkeeper disclosed on Schedule C.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JPI DEVELOPMENT GROUP, INC..

Plan sponsor

Name

JPI DEVELOPMENT GROUP, INC.

EIN

91-2056452

Address

41205 GOLDEN GATE CIR · MURRIETA, CA · 925626991

Phone

(951) 973-7680

Industry

Plumbing, Heating, AC Contractors· Constructionsee 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

2025-12-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

GYL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 direct securities · 1 pooled fund· $21.0M(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

$10.6M

3 holdings

103-12 Investment Entity

$10.3M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
CONTRACTORS RET. PLAN MASTER TRUST FRINGE BENEFIT GROUP, INC. · EIN 74-2485507 / PN 001	103-12 Investment Entity	—	—	$10.3M	97.4%
Contractors Retirement Plan Master Trust Pooled Separate Accounts	—	—	—	$10.1M	95.3%
Participant Loans Interest rates ranging from 3.25% - 9.50%	—	—	—	$277K	2.6%
Contractors Retirement Plan Master Trust Insurance Company General Account	—	—	—	$227K	2.1%