How big is Jones Knowles Ritchie, Inc.'s plan?

Jones Knowles Ritchie, Inc.'s plan reported $7.3M in assets and 123 participants for 2024.

Original filing (PDF)20250730110754NAL0005424912001

Jones Knowles Ritchie, Inc.

Name: Jones Knowles Ritchie, Inc. — Jones Knowles Ritchie, Form 5500 (2024)
Creator: Jones Knowles Ritchie, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jones Knowles Ritchie, Inc. 401(k) Plan

401(k) retirement plan · Jones Knowles Ritchie, Inc.'s Jones Knowles Ritchie, Inc. 401(k) Plan held $7.3M in plan assets for 123 participants in 2024, with Vestwell as recordkeeper.

Signals · 2

Late participant contributionsNo ERISA fidelity bond

Active participants

123

Accounts w/ balance

138

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Allison Brecher signed Jones Knowles Ritchie, Inc.'s 2024 Form 5500 as plan administrator.

Allison Brecher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jones Knowles Ritchie, Inc.'s EIN is 99-0367592.

EIN 99-0367592

Plan number 001

Plan year 2024

ACK ID 20250730110754NAL0005424912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jones Knowles Ritchie, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jones Knowles Ritchie, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONES KNOWLES RITCHIE, INC..

Finding similar companies…

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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) — 50K (3% of contributions).
No ERISA fidelity bond reported.

Plan sponsor

Name

JONES KNOWLES RITCHIE, INC.

EIN

all filings

Address

57 EAST 11TH STREET · 7TH FLOOR · NEW YORK, NY · 10003

Phone

(347) 205-8200

Industry

Professional & Technical Services

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

2025-07-30

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VESTWELL	81-3062212	NEW YORK, NY	RECORDKEEPER	$4K	—

Investments

23 direct securities· $7.3M(100% of reported assets)

Mutual Funds

$4.4M

10 holdings

Common Collective Trusts

$1.5M

6 holdings

Other securities

$1.4M

4 holdings

U.S. Treasuries

$23K

2 holdings

Cash / Money Market

$1K

1 holding

					% of plan
Schwab International Equity Exchange-Traded Fund Exchange-Traded Fund	Mutual Funds	—	—	$1.5M	20.4%
iShares Core S&P 500 ETF Exchange-Traded Fund	Common Collective Trusts	—	—	$1.2M	16.0%
iShares Core US Aggregate Bond Exchange-Traded Fund Exchange-Traded Fund	Other securities	—	—	$945K	12.9%
Schwab US Large-Cap Growth Exchange-Traded Fund Exchange-Traded Fund	Mutual Funds	—	—	$851K	11.7%
Vanguard Value Exchange-Traded Fund Exchange-Traded Fund	Mutual Funds	—	—	$750K	10.3%
Vanguard FTSE Emerging Markets Exchange-Traded Fund Exchange-Traded Fund	Mutual Funds	—	—	$627K	8.6%
Vanguard Mid-Cap Exchange-Traded Fund Exchange-Traded Fund	Mutual Funds	—	—	$475K	6.5%
iShares Core S&P Small-Cap Exchange-Traded Fund Exchange-Traded Fund	Other securities	—	—	$299K	4.1%
Schwab US REIT Exchange-Traded Fund Exchange-Traded Fund	Mutual Funds	—	—	$155K	2.1%
iShares Core International Aggregate Bond Exchange-Traded Fund Exchange-Traded Fund	Other securities	—	—	$108K	1.5%
Schwab Total Stock Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$89K	1.2%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$86K	1.2%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$70K	1.0%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$66K	0.9%
Schwab U.S. Aggregate Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$66K	0.9%
Fidelity Emerging Markets Index Mutual Fund	Mutual Funds	—	—	$23K	0.3%
Fidelity Long-Term Treasury Bond Index Fund Mutual Fund	U.S. Treasuries	—	—	$13K	0.2%
Schwab Treasury Inflation Protected Securities Index Fund Mutual Fund	U.S. Treasuries	—	—	$10K	0.1%
Vanguard Total World Stock Exchange-Traded Fund Exchange-Traded Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Small-Cap Growth Exchange-Traded Fund Exchange-Traded Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Balanced Index Admiral Shares Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
SPDR S&P 600 Small Cap Growth Exchange-Traded Fund Exchange-Traded Fund	Other securities	—	—	$2K	<0.1%
Cash and equivalents Noninterest-bearing cash ** 730 * Participant loans Interest rates from 9.25% to 9.50%; Various maturities -0-	Cash / Money Market	—	—	$1K	<0.1%