Filings through Oct 24, 2026.

Retirement plan

Janus Et Cie 401(k) Profit Sharing Plan

Name: JANUS ET CIE - JANUS ET CIE 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: JANUS ET CIE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JANUS ET CIE 401(K) PROFIT SHARING PLAN, JANUS ET CIE

Janus Et CieEIN 95-3150326Plan #001PY 2025

12310 GREENSTONE AVENUE - SANTA FE SPRINGS, CA 90670310-601-2909

Prospect flagsFailed to transmit contributionsCorrective distributionsFew collective trustsFund lineup: 24 funds, $29.7M

How to read this page

Total assets (EOY)

$33.9M

+12.1% from 2024

Total participants

365

-1.1% from 2024

Average account balance

$96,119

+12.4% from 2024

Annual return

15.19%

-2.83 pp from 2024

Benchmarks

See 2,358 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,358 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$10,367
NEW YORK LIFE INVESTMENT MANAGEMENT4 years Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101	Investment Management	$8,416

Fund lineup

CSV with Pro

24 funds of $250K or more; 26 lines in all, holding $29.7M of the plan's $30.3M. From the 2024 filing. Recordkeeper: Empower.

In collective trusts2%median 0% for plans of $5M to $50M (35,181 plans)

In index funds18%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series55%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: JPMorgan SmartRetirement, mutual fund, 55% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages	JPMorgan	Mutual fund	$16.3M	55.0%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$3.8M	12.8%
Putnam Stable Value Fund Franklin Templeton · Insurance contract	Franklin Templeton	Insurance contract	$2.1M	7.0%
Fidelity Balanced Fund Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$915K	3.1%
JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund	JPMorgan	Mutual fund	$724K	2.4%
Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$711K	2.4%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$684K	2.3%
Cota Street Managed Equity Accumulation Fund Manager not matched · Mutual fund	Not yet matched	Mutual fund	$643K	2.2%
Cota Street Managed Blend Decumulation Fund Manager not matched · Mutual fund	Not yet matched	Mutual fund	$529K	1.8%
Cota Street Managed Blend Accumulation Manager not matched · Collective trust	Not yet matched	Collective trust	$521K	1.8%

See the other 16 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2K2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$19K

$68 / participant

Recordkeeping$10K55.2%
Investment mgmt$8K44.8%

% of EOY assets

0.055%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WRIGHT FORD YOUNG & CO.
Auditor EIN: 953288054
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

EMPOWER ADVISORY GROUP, LLC4 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$10,367

NEW YORK LIFE INVESTMENT MANAGEMENT4 years

Filed as: COTA STREET INVESTMENT MANAGEMENT

Service code 28

24 E. COTA STREET · SANTA BARBARA, CA 93101

Investment Management

$8,416

Fund

Dollars

% of funds%

JPMorgan SmartRetirement

JPMorgan · Mutual fund

Target-date, 10 vintages

$16.3M

55.0%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$3.8M

12.8%

Putnam Stable Value Fund

Franklin Templeton · Insurance contract

$2.1M

7.0%

Fidelity Balanced Fund

Fidelity (FMR) · Mutual fund

$915K

3.1%

JPMorgan Large Cap Growth Fund

JPMorgan · Mutual fund

$724K

2.4%

Fidelity Small Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$711K

2.4%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$684K

2.3%

Cota Street Managed Equity Accumulation Fund

Manager not matched · Mutual fund

$643K

2.2%

Cota Street Managed Blend Decumulation Fund

Manager not matched · Mutual fund

$529K

1.8%

Cota Street Managed Blend Accumulation

Manager not matched · Collective trust

$521K

1.8%

Janus Et Cie 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Janus Et Cie 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion