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Original filing (PDF)20241024140646NAL0000671235001
JIMWAY, INC.
Form 5500
FILING_RECEIVED
JIMWAY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 11.3 moNo recordkeeper disclosed
Active participants
111
Accounts w/ balance
118
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 11.3 months past the 10.5-month grace window.
- 48 bps in Schedule C fees — 64% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JIMWAY, INC..
Plan sponsor
Name
JIMWAY, INC.
EIN
95-3703163
Address
20101 S SANTA FE AVE · RANCHO DOMINGUEZ, CA · 90221
Phone
(310) 886-3718
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-10-24
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
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS, INC. | 59-1531281 | — | INVESTMENT ADVISOR | $25K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | 04-1590850 | — | SERVICE PROVIDER | $41K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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