Plan Snapshot
- Plan Sponsor: J.J. Collins Sons, INC.
- Sponsor EIN: 360933370
- Sponsor Address: 901 WARRENVILLE ROAD, LISLE, IL, 60532
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $11.7M
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 | 130 | $11.7M | $207,822 | $613,399 |
| 2023 | 124 | $10.2M | $229,634 | $594,073 |
| 2022 | 121 | $9.5M | $199,731 | $537,538 |
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 |
|---|---|---|---|---|
| CRUMLY AND ASSOCIATES INCORPORATED, | NONE | $25,986 | — | $25,986 |
| AMERITAS LIFE INSURANCE CORP | NONE | $18,781 | — | $18,781 |
| MILLER COOPER AND CO LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CRUMLY AND ASSOCIATES INCORPORATED, — NONE
- AMERITAS LIFE INSURANCE CORP — NONE
- MILLER COOPER AND CO LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,767
- Estimated Expense Ratio: 0.383% 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 | $47,333 | $25,986 | $18,782 | — | — |
| 2023 | $45,871 | $21,983 | $12,707 | — | — |
| 2022 | $51,540 | $26,591 | $24,949 | — | — |