Plan Snapshot
- Plan Sponsor: J.J. & H., Ltd.
- Sponsor EIN: 362719570
- Sponsor Address: 190 SOUTH LASALLE STREET, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $9.3M
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 | 176 | $9.3M | $45,968 | $806,191 |
| 2023 | 204 | $8.7M | $75,684 | $989,787 |
| 2022 | 162 | $7.1M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $22,050 | — | $22,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,050
- Estimated Expense Ratio: 0.237% 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 | $80,370 | $22,733 | $35,587 | $22,050 | — |
| 2023 | $68,226 | $18,841 | $31,430 | $17,955 | — |
| 2022 | $63,542 | $18,551 | $28,071 | — | $16,920 |