# J.S. Held LLC 401(k) Plan
Source: https://planprovider.pro/companies/j-s-held-llc-401k-plan

> J.S. Held LLC's 401(k) plan: 1,468 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.S. Held LLC

- **Sponsor EIN:** 473291463

- **Sponsor Address:** 50 JERICHO QUADRANGLE, JERICHO, NY, 11753

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

- **Total Participants:** 1,468

- **Total Assets:** $174.8M

## 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|1,468|$174.8M|$7.0M|$16.8M|

| 2023|1,303|$133.2M|$6.5M|$15.1M|

| 2022|1,256|$91.9M|$6.1M|$12.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$114,505|—|$114,505|

| USI ADVISORS INC|ADVISOR|$75,563|—|$75,563|

| STRATEGIC ADVISORS, INC.|ADVISOR|$65,135|—|$65,135|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $255,203

- **Estimated Expense Ratio:** 0.146% 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|$255,202|$140,697|$300|—|—|

| 2023|$243,118|$132,234|$300|—|—|

| 2022|$254,204|$28,795|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/j-s-held-llc-401k-plan)

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