· 2022–2024 · DOL EFAST2
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J BAR J YOUTH SERVICES, INC. — J BAR J 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260313153137NAL0009199698001
J BAR J YOUTH SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
J BAR J 401(K) PLAN
401(k) retirement plan
Active participants
104
Accounts w/ balance
65
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
J BAR J YOUTH SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
J BAR J YOUTH SERVICES, INC.
EIN
93-0677650
Address
62895 HAMBY ROAD · BEND, OR · 97701
Phone
(541) 389-1409
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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ROBERT C. PARKER SCHOOL RETIREMENT ANNUITY
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.0M · 27 participants
ALLIANCE STRATEGIES, INC.
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$8.6B
