Plan Snapshot
- Plan Sponsor: J. Foley Enterprises, INC.
- Sponsor EIN: 951692084
- Sponsor Address: 9545 E. WHITTIER BLVD, SUITE 100, PICO RIVERA, CA, 90660
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $4.8M
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 | 214 | $4.8M | $220,673 | $497,451 |
| 2023 | 194 | $3.7M | $0 | $377,849 |
| 2022 | 270 | $2.9M | $215,656 | $381,170 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
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 | $73,457 | $10,705 | — | — | — |
| 2023 | $3,027 | — | — | — | — |
| 2022 | $2,006 | — | $2,006 | — | — |