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Original filing (PDF)20230922054231NAL0007951330001
JOERNS, LLC
Form 5500
FILING_RECEIVED
JOERNS HEALTHCARE RETIREMENT PLAN
401(k) retirement plan
Active participants
763
Accounts w/ balance
539
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
How this plan invests
This plan
9 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 (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 73% above peer band of 29 bps.
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 JOERNS, LLC.
Plan sponsor
Name
JOERNS, LLC
EIN
95-4673625
Address
2430 WHITEHALL PARK DRIVE · CHARLOTTE, NC · 28273
Phone
(800) 826-0270
Industry
Manufacturingsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-22
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ELLIOTT GROUP CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLONIAL TRUST ADVISORS | 57-1059854 | — | INVESTMENT ADVISORY | $43K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | THIRD PARTY ADMINISTRATO | $15K | — |
Investments
9 pooled funds· $503K(3% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2035 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $380K | 1.9% |
| BLACKROCK LIFEPATH INDEX 2040 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $66K | 0.3% |
| BLACKROCK LIFEPATH INDEX 2055 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $15K | <0.1% |
| BLACKROCK LIFEPATH INDEX 2045 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $15K | <0.1% |
| BLACKROCK LIFEPATH INDEX 2025 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $13K | <0.1% |
| BLACKROCK LIFEPATH INDEX 2050 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $11K | <0.1% |
| BLACKROCK LIFEPATH INDEX 2060 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $2K | <0.1% |
| BLACKROCK LIFEPATH INDEX RETIREMENT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $787 | <0.1% |
| BLACKROCK LIFEPATH INDEX 2030 CIT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-6784256 / PN 001 | Common Collective Trust | $0 | <0.1% |