Original filing (PDF)20250916123542NAL0004326642001

JERRY LEIGH OF CALIFORNIA, INC.

Name: JERRY LEIGH OF CALIFORNIA, INC. — JERRY LEIGH OF CALIFORNIA, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JERRY LEIGH OF CALIFORNIA, INC.

Form 5500

FILING_RECEIVED

JERRY LEIGH OF CALIFORNIA, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

274

Accounts w/ balance

385

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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

Knocking points off

Bottom-decile employer contributions per participant (9th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JERRY LEIGH OF CALIFORNIA, INC..

Plan sponsor

Name

JERRY LEIGH OF CALIFORNIA, INC.

EIN

95-3179026

Address

7860 NELSON ROAD · VAN NUYS, CA · 91402

Phone

(818) 909-6280

Industry

Manufacturingsee 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

2025-09-16

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$20K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADVUS FINANCIAL PARTNERS LLC	—	LAKE MARY, FL	NONE	$29K	—

Investments

2 pooled funds· $580K(4% 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.

			% of plan
LARGE CAP GROWTH FUND III CL I1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001	Common Collective Trust	$406K	2.5%
INTERNATIONAL GROWTH II I1 GREAT GRAY TRUST · EIN 38-4139842 / PN 619	Common Collective Trust	$173K	1.1%