J.a.k. Enterprises, Inc. Dba Bard Optical 401(k) Plan: Login, Facts & Contact Information

J.a.k. Enterprises, Inc. Dba Bard Optical 401(k) Plan Facts

Plan name
BARD OPTICAL 401(K) PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
J.A.K.ENTERPRISES, INC.
Participants
173 (140 active employees)
Former employees with a balance
41
Plan assets
$10,205,039 at Dec 31, 2024
Average account balance
$62,994 across 162 accounts
Employer contributions
$298,213 in plan year 2024 (21% of all contributions)
Recordkeeper
Epic Retirement Plan Services
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2009
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.45 million went into the plan in contributions, $298,213 of it from the employer (21%).
  • $431,293 was paid out to participants.
  • Investment and other income added $1.24 million.
  • Administrative expenses were $4,393, about $27 per account.

How the J.a.k. Enterprises, Inc. Dba Bard Optical 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019211$6.31 million$249,827$185,755
2020233$7.40 million$262,687$365,802
2021173$8.17 million$279,229$769,951
2022170$7.26 million$295,719$524,148
2023171$7.95 million$287,812$1.04 million
2024173$10.2 million$298,213$431,293

J.a.k. Enterprises, Inc. Dba Bard Optical 401(k) Contact Information

Phone
309-693-9540
Mailing address
8309 N. KNOXVILLE AVENUE, PEORIA IL 61615
Plan sponsor
J.A.K.ENTERPRISES, INC.
Employer identification number (EIN)
37-1101286
Plan number
003

Questions about the J.a.k. Enterprises, Inc. Dba Bard Optical 401(k)

Does J.a.k. Enterprises, Inc. Dba Bard Optical contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $298,213 in employer contributions for plan year 2024.

Does the J.a.k. Enterprises, Inc. Dba Bard Optical 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the J.a.k. Enterprises, Inc. Dba Bard Optical 401(k) plan?

173 participants at the start of plan year 2024, 140 of them active employees, and 41 former employees who still had money in the plan.

What is the average 401(k) balance at J.a.k. Enterprises, Inc. Dba Bard Optical?

About $62,994 per account: $10.2 million in plan assets across 162 accounts with a balance at the end of plan year 2024.

Who manages the J.a.k. Enterprises, Inc. Dba Bard Optical 401(k) accounts?

EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at J.a.k. Enterprises, Inc. Dba Bard Optical. How do I access my 401(k)?

Your account stays with EPIC Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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