# J & L Ventures, LLC 401(k) Plan
Source: https://planprovider.pro/companies/j-l-ventures-llc-401k-plan

> J & L Ventures, LLC's 401(k) plan: 444 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J & L Ventures, LLC

- **Sponsor EIN:** 030404658

- **Sponsor Address:** 3 VILLA DRIVE NW, ROME, GA, 30165

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

- **Total Participants:** 444

- **Total Assets:** $20.7M

## 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|444|$20.7M|$464,626|$1.3M|

| 2023|420|$18.2M|$422,517|$1.1M|

| 2022|357|$15.0M|$364,996|$984,790|

## 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|

| ADP, INC.|RECORD KEEPER|$14,793|—|$14,793|

| DOUGHERTY MCKINNON & LUBY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,793

- **Estimated Expense Ratio:** 0.072% 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|$14,794|—|—|—|—|

| 2023|$10,122|—|—|—|—|

| 2022|$9,983|—|—|—|—|

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