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Original filing (PDF)20250723175528NAL0005795856001
JC FOODSERVICE, INC.
Form 5500
FILING_RECEIVED
JC FOODSERVICE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
135
Accounts w/ balance
167
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
55 pooled trusts
Schedule D
84 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JC FOODSERVICE, INC..
Plan sponsor
Name
JC FOODSERVICE, INC.
EIN
95-4655620
Address
17708 ROWLAND STREET · CITY OF INDUSTRY, CA · 91748
Phone
(626) 308-1919
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
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROORDA, PIQUET & BESSEE, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | RIA | $38K | — |
| CERITY PARTNERS RETIREMENT | 35-2467663 | — | RIA | $13K | — |
Investments
28 direct securities · 55 pooled funds· $29.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$20.4M
55 holdings
Uncategorized
$9.2M
28 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STBL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.6M | 11.9% | |
| IDX 500 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.4M | 11.2% | |
| John Hancock Life Insurance Co. JH Multimanager Balanced LS | — | — | — | $1.7M | 8.1% | |
| LS-BALANCE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 8.1% | |
| John Hancock Life Insurance Co. JH Multimanager Aggressive LS | — | — | — | $1.6M | 7.4% | |
| LS-AGGRESS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 7.4% | |
| VG 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 5.9% | |
| SCI TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 5.4% | |
| John Hancock Life Insurance Co. Capital Appreciation Fund | — | — | — | $809K | 3.8% | |
| VS CAP APP JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $809K | 3.8% | |
| Participant Loans 4.25%-9.5%, terms 1-10 years | — | — | — | $752K | 3.5% | |
| LS-GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $748K | 3.5% | |
| JOHN HANCOCK USA FID TOTAL | — | — | — | $643K | 3.0% | |
| FID TOTAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $643K | 3.0% | |
| JPM USE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $642K | 3.0% | |
| JOHN HANCOCK USA IDX TOTAL | — | — | — | $587K | 2.7% | |
| IDX TOTAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $587K | 2.7% | |
| John Hancock Life Insurance Co. Vanguard Growth Index Fund | — | — | — | $491K | 2.3% | |
| GRTH INDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $491K | 2.3% | |
| VG 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $452K | 2.1% | |
| BEACON JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $427K | 2.0% | |
| John Hancock Life Insurance Co. Blue Chip Growth Fund | — | — | — | $424K | 2.0% | |
| VS BLUCP JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $424K | 2.0% | |
| LS-CONSERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $416K | 1.9% | |
| VG 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $380K | 1.8% | |
| John Hancock Life Insurance Co. JPMorgan MidCap Value Fund | — | — | — | $284K | 1.3% | |
| JPM MCVALU JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $284K | 1.3% | |
| John Hancock Life Insurance Co. John Hancock Opportunistic Fixed Income | — | — | — | $266K | 1.2% | |
| VS GL BD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $266K | 1.2% | |
| GLOBAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $255K | 1.2% | |
| John Hancock Life Insurance Co. MFS Utilities Fund | — | — | — | $238K | 1.1% | |
| VS UTILIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $238K | 1.1% | |
| John Hancock Life Insurance Co. JH Multimanager Moderate LS | — | — | — | $235K | 1.1% | |
| LS-MODERAT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $235K | 1.1% | |
| VG 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $190K | 0.9% | |
| John Hancock Life Insurance Co. American Balanced Fund | — | — | — | $189K | 0.9% | |
| AF AM BAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $189K | 0.9% | |
| John Hancock Life Insurance Co. John Hancock Disciplined Value | — | — | — | $180K | 0.8% | |
| DISCIPVAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $180K | 0.8% | |
| VG 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $176K | 0.8% | |
| John Hancock Life Insurance Co. High Yield Fund | — | — | — | $166K | 0.8% | |
| VS HIYLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $166K | 0.8% | |
| John Hancock Life Insurance Co. Vanguard Small Cap Value Index | — | — | — | $152K | 0.7% | |
| SMCP VA IN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $152K | 0.7% | |
| VG 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $150K | 0.7% | |
| IDX INTL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $149K | 0.7% | |
| VG 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $138K | 0.6% | |
| John Hancock Life Insurance Co. Vanguard Small Cap Grow Index | — | — | — | $118K | 0.5% | |
| SMCP GR IN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $118K | 0.5% | |
| JH BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $107K | 0.5% | |
| John Hancock Life Insurance Co. Real Est. Securities Fund | — | — | — | $89K | 0.4% | |
| VS RESTS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $89K | 0.4% | |
| GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $80K | 0.4% | |
| HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $72K | 0.3% | |
| MC VL ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $68K | 0.3% | |
| John Hancock Life Insurance Co. Science & Technology Fund | — | — | — | $66K | 0.3% | |
| VS SCTEC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $66K | 0.3% | |
| VG 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.3% | |
| John Hancock Life Insurance Co. Franklin Small-Mid Growth | — | — | — | $52K | 0.2% | |
| SM-MD GRTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $52K | 0.2% | |
| John Hancock Life Insurance Co. John Hancock Mid Cap Growth | — | — | — | $44K | 0.2% | |
| JH MCGF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $44K | 0.2% | |
| VG 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.2% | |
| John Hancock Life Insurance Co. Investment Company of America | — | — | — | $37K | 0.2% | |
| INV CO AM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $37K | 0.2% | |
| John Hancock Life Insurance Co. T. Rowe Price Equity Inc | — | — | — | $19K | <0.1% | |
| TRP EQ INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | <0.1% | |
| John Hancock Life Insurance Co. BlackRock Global Allocation | — | — | — | $18K | <0.1% | |
| BRGLBALL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | <0.1% | |
| John Hancock Life Insurance Co. Financial Industries Fund | — | — | — | $15K | <0.1% | |
| VS FINANCL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | <0.1% | |
| ENERGY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| John Hancock Life Insurance Co. EuroPacific Growth Fund | — | — | — | $12K | <0.1% | |
| EUROPAC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| SPECTRUM I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| John Hancock Life Insurance Co. DFA Inflation Protected Sec | — | — | — | $3K | <0.1% | |
| DFAINFLPRO JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| John Hancock Life Insurance Co. Vanguard Strategic Equity Fund | — | — | — | $2K | <0.1% | |
| VAN SEF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DFA ISCF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| VG 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VG RET JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |