How big is JONI and Friends' plan?

JONI and Friends' plan reported $6.0M in assets and 236 participants for 2024.

Original filing (PDF)20250912113738NAL0003550770001

JONI and Friends

Name: JONI and Friends — JONI and Friends 401(k) Plan, Form 5500 (2024)
Creator: JONI and Friends
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

JONI and Friends 401(k) Plan

401(k) retirement plan · JONI and Friends' JONI and Friends 401(k) Plan held $6.0M in plan assets for 236 participants in 2024.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bondNo recordkeeper disclosed

Active participants

236

Accounts w/ balance

190

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

JONI and Friends' EIN is 95-3402002.

EIN 95-3402002

Plan number 001

Plan year 2024

ACK ID 20250912113738NAL0003550770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JONI and Friends from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JONI and Friends' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONI AND FRIENDS.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

JONI AND FRIENDS

EIN

all filings

Address

30009 LADYFACE COURT · AGOURA HILLS, CA · 91301

Phone

(818) 707-5664

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

30 direct securities· $6.0M(100% of reported assets)

Mutual Funds

$5.9M

29 holdings

Bonds / Notes

$38K

1 holding

					% of plan
American Funds American Funds 2035 Target Date R5	Mutual Funds	—	—	$850K	14.2%
American Funds American Funds 2030 Target Date R5	Mutual Funds	—	—	$806K	13.5%
American Funds American Funds 2025 Target Date R5	Mutual Funds	—	—	$588K	9.8%
American Funds The Growth Fund of America R5	Mutual Funds	—	—	$530K	8.9%
American Funds American Funds 2060 Target Date R5	Mutual Funds	—	—	$381K	6.4%
American Funds American Funds 2050 Target Date R5	Mutual Funds	—	—	$380K	6.4%
American Funds American Funds 2055 Target Date R5	Mutual Funds	—	—	$365K	6.1%
American Funds American Funds 2040 Target Date R5	Mutual Funds	—	—	$327K	5.5%
American Funds American Funds 2045 Target Date R5	Mutual Funds	—	—	$325K	5.4%
American Funds Fundamental Investors R5	Mutual Funds	—	—	$229K	3.8%
American Funds Growth Portfolio R5	Mutual Funds	—	—	$185K	3.1%
American Funds American Balanced Fund R5	Mutual Funds	—	—	$175K	2.9%
American Funds American Funds 2065 Target Date R5	Mutual Funds	—	—	$139K	2.3%
American Funds The Investment Company of America R5	Mutual Funds	—	—	$136K	2.3%
American Funds American Funds 2010 Target Date R5 ** 50 * American Funds American Funds 2015 Target Date R5	Mutual Funds	—	—	$90K	1.5%
American Funds American Funds 2020 Target Date R5	Mutual Funds	—	—	$87K	1.5%
American Funds American Mutual Fund R5	Mutual Funds	—	—	$64K	1.1%
American Funds The Bond Fund of America R5	Mutual Funds	—	—	$62K	1.0%
American Funds Small Cap World Fund R5	Mutual Funds	—	—	$48K	0.8%
American Funds New Perspective Fund R5	Mutual Funds	—	—	$47K	0.8%
Participant Loans to participants, bearing interest from 6.5% to 9.5%	Bonds / Notes	—	—	$38K	0.6%
American Funds Growth and Income Portfolio R5	Mutual Funds	—	—	$30K	0.5%
American Funds American High-Income Trust R5	Mutual Funds	—	—	$23K	0.4%
American Funds EuroPacific Growth Fund R5	Mutual Funds	—	—	$20K	0.3%
American Funds Capital Income Builder R5	Mutual Funds	—	—	$10K	0.2%
American Funds New Economy Fund R5	Mutual Funds	—	—	$10K	0.2%
American Funds Capital World Growth and Income Fund R5	Mutual Funds	—	—	$9K	0.2%
American Funds AF U.S. Government Money Market R5	Mutual Funds	—	—	$6K	0.1%
American Funds The Income Fund of America R5	Mutual Funds	—	—	$3K	<0.1%
American Funds U.S. Government Securities Fund R5	Mutual Funds	—	—	$2K	<0.1%