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Original filing (PDF)20251006102304NAL0003260209001
JORDANO'S, INC.
Form 5500
FILING_RECEIVED
JORDANO'S, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
532
Accounts w/ balance
580
Plan assets (EOY)
$90.3M
Net assets (EOY)
$90.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: LARGE CAP GROWTH FUND IV (extraction pending)]" is 47% of plan.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JORDANO'S, INC..
Plan sponsor
Name
JORDANO'S, INC.
EIN
95-1519497
Address
550 SOUTH PATTERSON AVENUE · SANTA BARBARA, CA · 93111
Phone
(805) 964-0611
Industry
Wholesale Tradesee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
GREEN HASSON JANKS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$32K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $59K | — |
| NFP RETIREMENT, INC. | 33-0905143 | — | INVESTMENT ADVISOR | $11K | — |
Investments
5 pooled funds· $16.6M(18% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC. · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $7.8M | 8.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.7M | 4.1% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $3.2M | 3.6% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| SMALL CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $550K | 0.6% |
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