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Original filing (PDF)20251009080128NAL0003410579001
JACK IN THE BOX INC.
Form 5500
FILING_RECEIVED
JACK IN THE BOX INC. EASYSAVER PLUS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,180
Accounts w/ balance
1,896
Plan assets (EOY)
$145.0M
Net assets (EOY)
$145.0M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 31% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACK IN THE BOX INC..
Plan sponsor
Name
JACK IN THE BOX INC.
EIN
95-2698708
Address
9357 SPECTRUM CENTER BLVD · BENEFITS DEPARTMENT · SAN DIEGO, CA · 92123
Phone
(858) 571-2121
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
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
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $128K | — |
Investments
30 direct securities· $155.4M(100% of reported assets)
Uncategorized
$134.3M
29 holdings
Mutual Funds
$21.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Mutual Funds | — | — | $21.1M | 14.5% | |
| Fully Benefit Responsive Investment Contract * Standard Insurance Company Standard Stable Asset Fund | — | — | — | $16.8M | 11.6% | |
| T. Rowe Price Institutional Large Cap Fund | — | — | — | $11.9M | 8.2% | |
| Dodge & Cox Funds Stock Fund | — | — | — | $11.2M | 7.7% | |
| Fidelity Funds Freedom 2030 Fund | — | — | — | $10.3M | 7.1% | |
| Fidelity Funds Freedom 2035 Fund | — | — | — | $8.1M | 5.6% | |
| Fidelity Funds Freedom 2040 Fund | — | — | — | $7.2M | 5.0% | |
| Fidelity Funds Freedom 2045 Fund | — | — | — | $6.4M | 4.4% | |
| William Blair Funds Small Mid Growth Fund | — | — | — | $5.9M | 4.1% | |
| Fidelity Funds Freedom 2050 Fund | — | — | — | $4.6M | 3.1% | |
| Vanguard Funds Mid Cap Index Fund | — | — | — | $4.5M | 3.1% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $4.4M | 3.1% | |
| Vanguard Funds Total International Stock Index Fund | — | — | — | $4.0M | 2.7% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $4.0M | 2.7% | |
| DFA U.S. TARGETED VALUE CL I Registered Investment Company | — | — | — | $3.8M | 2.6% | |
| Dreyfus Funds US Target Value Fund | — | — | — | $3.8M | 2.6% | |
| Metropolitan West Funds Total Return Bond Fund | — | — | — | $3.7M | 2.6% | |
| Vanguard Funds Small Cap Index Fund | — | — | — | $3.4M | 2.4% | |
| Fidelity Funds Freedom 2025 Fund | — | — | — | $3.2M | 2.2% | |
| Fidelity Funds Freedom 2055 Fund | — | — | — | $2.7M | 1.9% | |
| American Funds Group Euro Pacific Growth | — | — | — | $2.6M | 1.8% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | — | — | — | $2.6M | 1.8% | |
| Dodge & Cox Funds International Stock | — | — | — | $2.5M | 1.7% | |
| Fidelity Funds Freedom 2020 Fund | — | — | — | $1.8M | 1.3% | |
| Fidelity Funds Freedom 2060 Fund | — | — | — | $1.7M | 1.2% | |
| Participant Loans Interest rates from 8.75% to 9.50% - | — | — | — | $1.7M | 1.2% | |
| Fidelity Funds Freedom Income Fund | — | — | — | $662K | 0.5% | |
| Fidelity Funds Freedom 2015 Fund | — | — | — | $521K | 0.4% | |
| Fidelity Funds Freedom 2065 Fund | — | — | — | $284K | 0.2% | |
| Fidelity Funds Freedom 2010 Fund | — | — | — | $147K | 0.1% |