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Original filing (PDF)20251015163509NAL0002757347001
U.S JACLEAN INC
Form 5500
FILING_RECEIVED
U.S JACLEAN INC 401(K) PLAN
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
73
Accounts w/ balance
239
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
How this plan invests
This plan
1 pooled trust
Schedule D
16 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "JANUS HENDERSONTRITON FUND - S" is 45% of plan.
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S JACLEAN INC.
Plan sponsor
Name
U.S JACLEAN INC
EIN
95-3752157
Address
1816 W. 135TH STREET · GARDENA, CA · 90249
Phone
(310) 538-2298
Industry
Wholesale Tradesee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
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)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
16 direct securities · 1 pooled fund· $1.1M(98% 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.
Registered Investment Companies
$1.1M
15 holdings
Uncategorized
$55K
1 holding
Common Collective Trust
$20
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $503K | 44.2% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $103K | 9.1% | |
| VOYA CORPORATE LEADERS 100 A | Registered Investment Companies | — | — | $97K | 8.5% | |
| PUTNAM ASSET ALLOC BAL A 8 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $81K | 7.1% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $75K | 6.6% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $70K | 6.2% | |
| PUTNAM ASSET ALLOC GRTH A 8 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2030-R | — | — | — | $55K | 4.8% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $42K | 3.7% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $34K | 3.0% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $15K | 1.3% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $11K | 1.0% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $8K | 0.7% | |
| LOOMIS SAYLES INV GRADE BND A 44 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $6K | 0.5% | |
| PGIM JENN NATURAL RESOURCES A | Registered Investment Companies | — | — | $6K | 0.5% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $6K | 0.5% | |
| JP MORGAN GOVT BOND FUND - A 8 REGISTERED INVESTMENT COMPANY GOLDMAN EMERG MKT EQUITY A | Registered Investment Companies | — | — | $1K | 0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $20 | <0.1% |
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