# Hampton Jitney, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hampton-jitney-inc-401k-plan

> Hampton Jitney, INC.'s 401(k) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hampton Jitney, INC.

- **Sponsor EIN:** 112330835

- **Sponsor Address:** 253 EDWARDS AVENUE, CALVERTON, NY, 119331641

- **Plan Type:** 401(k)

- **Total Participants:** 157

- **Total Assets:** $10.7M

## 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|157|$10.7M|$148,035|$624,443|

| 2023|154|$9.7M|$123,562|$517,529|

| 2022|197|$8.7M|$106,035|$459,220|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$46,723|—|$46,723|

| PARK AVENUE SECURITIES|INVESTMENT ADVISORY|—|$17,110|$17,110|

| TMI CPA PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PARK AVENUE SECURITIES](https://planprovider.pro/provider/park-avenue-securities-llc) — INVESTMENT ADVISORY

- [TMI CPA PC](https://planprovider.pro/provider/tmi-cpa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,833

- **Estimated Expense Ratio:** 0.597% of plan assets

### 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|$46,723|—|$46,723|—|—|

| 2023|$43,758|—|$43,758|—|—|

| 2022|$41,510|—|$41,510|—|—|

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