Plan Snapshot
- Plan Sponsor: 320 Jb Donuts INC
- Sponsor EIN: 050412169
- Sponsor Address: 530 WASHINGTON AVE, NORTH HAVEN, CT, 06473
- Plan Type: 401(k)
- Total Participants: 439
- Total Assets: $136,948
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 439 | $136,948 | $0 | $88,160 |
| 2023 | 157 | $60,877 | $105 | $53,731 |
| 2022 | 188 | $3,334 | $0 | $3,374 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KAHN, LITWIN, AND RENZA & CO.LTD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,860 | $443 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |