How big is JL Properties, Inc.'s plan?

JL Properties, Inc.'s plan reported $4.6M in assets and 65 participants for 2024.

Original filing (PDF)20250902182715NAL0014637233001

JL Properties, Inc.

Name: JL Properties, Inc. — JL Properties Aurora 401(k), Form 5500 (2024)
Creator: JL Properties, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JL Properties Aurora 401(k) Plan

401(k) retirement plan · JL Properties, Inc.'s JL Properties Aurora 401(k) Plan held $4.6M in plan assets for 65 participants in 2024, with Fidelity as recordkeeper.

Active participants

Accounts w/ balance

126

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Jason Vanderhoof signed JL Properties, Inc.'s 2024 Form 5500 as plan administrator.

Jason Vanderhoof — 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

JL Properties, Inc.'s EIN is 92-0142529.

EIN 92-0142529

Plan number 002

Plan year 2024

ACK ID 20250902182715NAL0014637233001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JL Properties, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

JL PROPERTIES, INC.

EIN

all filings

Address

813 D ST, SUITE 200 · ANCHORAGE, AK · 99501

Phone

(907) 279-8051

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

39 direct securities· $4.6M(100% of reported assets)

Mutual Funds

$4.4M

35 holdings

Other securities

$96K

2 holdings

Common Collective Trusts

$78K

2 holdings

					% of plan
Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$725K	15.8%
Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$637K	13.9%
Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$457K	9.9%
Fidelity Freedom 2055 Fund	Mutual Funds	—	—	$406K	8.8%
Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$319K	6.9%
Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$286K	6.2%
Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$255K	5.6%
Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$232K	5.0%
Fidelity Freedom 2065 Fund	Mutual Funds	—	—	$204K	4.4%
Fidelity OTC Portfolio Fund	Mutual Funds	—	—	$200K	4.4%
Fidelity Focused Stock Fund	Mutual Funds	—	—	$200K	4.3%
Notes receivable from participants	Other securities	—	—	$96K	2.1%
Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$84K	1.8%
Fidelity International Capital Appreciation Fund	Mutual Funds	—	—	$65K	1.4%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$57K	1.2%
Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$52K	1.1%
Fidelity Large-Cap Stock Fund	Mutual Funds	—	—	$38K	0.8%
Fidelity Intermediate Bond Fund	Mutual Funds	—	—	$36K	0.8%
Fidelity International Discovery	Mutual Funds	—	—	$32K	0.7%
Fidelity Stock Select Large Cap Value Fund	Mutual Funds	—	—	$25K	0.6%
Fidelity Investment Grade Bond Fund	Mutual Funds	—	—	$21K	0.5%
Fidelity Total Bond Fund	Mutual Funds	—	—	$21K	0.5%
Fidelity Real Estate Index Fund	Common Collective Trusts	—	—	$20K	0.4%
Fidelity Emerging Markets Index	Mutual Funds	—	—	$20K	0.4%
Fidelity Value Strategies Fund	Mutual Funds	—	—	$19K	0.4%
Fidelity Fund	Mutual Funds	—	—	$18K	0.4%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$15K	0.3%
Fidelity International Index	Mutual Funds	—	—	$13K	0.3%
Fidelity Stock Sel Small Cap Fund	Mutual Funds	—	—	$10K	0.2%
Fidelity Value Discovery	Mutual Funds	—	—	$8K	0.2%
Fidelity Equity Income	Mutual Funds	—	—	$8K	0.2%
Fidelity Freedom 2015 Fund	Mutual Funds	—	—	$7K	0.2%
Fidelity Dividend Growth	Mutual Funds	—	—	$4K	<0.1%
Fidelity Equity Dividend Income Fund	Mutual Funds	—	—	$3K	<0.1%
Fidelity Capital Appreciation Fund	Mutual Funds	—	—	$1K	<0.1%
Fidelity Large-Cap Growth Index	Mutual Funds	—	—	$1K	<0.1%
Fidelity Freedom 2010 Fund	Mutual Funds	—	—	$679	<0.1%
Virtus Duff & Phelps Real Estate	Other securities	—	—	$561	<0.1%
Fidelity Freedom 2070 Fund	Mutual Funds	—	—	$444	<0.1%