# J. Frank Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/j-frank-associates-llc-401k-plan

> J. Frank Associates, LLC's 401(k) plan: 232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J. Frank Associates, LLC

- **Sponsor EIN:** 134072229

- **Sponsor Address:** 22 VANDERBILT AVENUE, NEW YORK, NY, 10017

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

- **Total Participants:** 232

- **Total Assets:** $90.4M

## 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|232|$90.4M|$3.8M|$3.4M|

| 2023|202|$81.2M|$3.4M|$3.1M|

| 2022|188|$60.8M|$2.9M|$2.4M|

## 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|

| CLIFTONARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|$3,520|—|$3,520|—|—|

| 2023|$1,650|—|$1,650|—|—|

| 2022|$1,944|—|$1,944|—|—|

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