Plan Snapshot
- Plan Sponsor: J & A Caregivers LLC
- Sponsor EIN: 271244906
- Sponsor Address: 1426 W FULLERTON AVE, CHICAGO, IL, 606142012
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $178,123
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 | 95 | $178,123 | $0 | $54,766 |
| 2023 | 95 | $127,324 | $0 | $41,933 |
| 2022 | 82 | $79,921 | $0 | $37,294 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD PC | 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 | $9,624 | $1,271 | $7,493 | — | — |
| 2023 | $5,907 | $991 | $4,056 | — | — |
| 2022 | $2,244 | $777 | $1,467 | — | — |