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Original filing (PDF)20250826181222NAL0004599699001
JONATHAN CLUB
Form 5500
FILING_RECEIVED
JONATHAN CLUB 401(K) PLAN
401(k) retirement plan
Active participants
246
Accounts w/ balance
206
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.3M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONATHAN CLUB.
Plan sponsor
Name
JONATHAN CLUB
EIN
95-0884320
Address
545 S FIGUEROA ST · LOS ANGELES, CA · 900711704
Phone
(213) 312-5265
Industry
Other Services (ex. Public Admin)see all
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
2025-08-26
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)
Auditor
HUTCHINSON AND BLOODGOOD, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | — | TORRANCE, CA | CONTRACT ADMIN | $900 | — |
Investments
31 direct securities· $18.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL Mutual Fund | — | — | — | $3.1M | 17.1% | |
| VANGUARD TARGET RETIREMENT 2030 INV Mutual Fund | — | — | — | $2.3M | 12.4% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund | — | — | — | $1.9M | 10.5% | |
| EI FIXED ACCOUNT - SERIES CLASS V Fixed Annuity | — | — | — | $1.5M | 8.0% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund | — | — | — | $1.0M | 5.5% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund | — | — | — | $936K | 5.1% | |
| EATON VANCE ATLANTA CAPITAL SMID-CAP R6 Mutual Fund | — | — | — | $687K | 3.8% | |
| VANGUARD SMALL CAP INDEX ADM Mutual Fund | — | — | — | $663K | 3.6% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund | — | — | — | $617K | 3.4% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Fund | — | — | — | $590K | 3.2% | |
| VANGUARD INTERM-TERM BOND INDEX ADM Mutual Fund | — | — | — | $546K | 3.0% | |
| FIDELITY BLUE CHIP GROWTH K6 Mutual Fund | — | — | — | $498K | 2.7% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 | — | — | — | $439K | 2.4% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund | — | — | — | $397K | 2.2% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual Fund | — | — | — | $379K | 2.1% | |
| NEUBERGER BERMAN GENESIS R6 Mutual Fund | — | — | — | $361K | 2.0% | |
| AMERICAN FUNDS EUPAC R6 Mutual Fund | — | — | — | $360K | 2.0% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual Fund 410 VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund | — | — | — | $337K | 1.8% | |
| VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund | — | — | — | $288K | 1.6% | |
| INVESCO DIVERSIFIED DIVIDEND R5 Mutual Fund | — | — | — | $197K | 1.1% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund | — | — | — | $161K | 0.9% | |
| JANUS HENDERSON BALANCED N Mutual Fund | — | — | — | $139K | 0.8% | |
| VANGUARD BALANCED INDEX ADM Mutual Fund | — | — | — | $137K | 0.7% | |
| PARNASSUS VALUE EQUITY INSTITUTIONAL Mutual Fund | — | — | — | $136K | 0.7% | |
| VANGUARD WELLESLEY INCOME ADM Mutual Fund | — | — | — | $122K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund | — | — | — | $114K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund | — | — | — | $79K | 0.4% | |
| FIRST EAGLE GLOBAL R6 Mutual Fund | — | — | — | $75K | 0.4% | |
| PRINCIPAL REAL ESTATE SECURITIES INST Mutual Fund | — | — | — | $66K | 0.4% | |
| DODGE & COX INCOME X Mutual Fund | — | — | — | $63K | 0.3% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Mutual Fund | — | — | — | $28K | 0.2% |
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