Plan Snapshot
- Plan Sponsor: Bill Jacobs Motorsport Holdings, INC.
- Sponsor EIN: 363462757
- Sponsor Address: 2495 AURORA AVE, NAPERVILLE, IL, 60540
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 221 | $14.5M | $161,878 | $1.6M |
| 2023 | 222 | $12.2M | $155,304 | $1.6M |
| 2022 | 256 | $10.1M | $147,084 | $1.5M |
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 |
|---|---|---|---|---|
| HHM CPAS | 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 | $50,995 | $26,143 | $24,852 | — | — |
| 2023 | $36,496 | $18,189 | $18,307 | — | — |
| 2022 | $6,200 | — | $6,200 | — | — |