Plan Snapshot
- Plan Sponsor: J-U-B Engineers, INC.
- Sponsor EIN: 820290774
- Sponsor Address: 2760 W EXCURSION LANE, MERIDIAN, ID, 83642
- Plan Type: 401(k)
- Total Participants: 517
- Total Assets: $102.9M
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 | 517 | $102.9M | $2.8M | $4.5M |
| 2023 | 473 | $89.4M | $2.5M | $4.1M |
| 2022 | 454 | $73.3M | $2.7M | $3.7M |
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 |
|---|---|---|---|---|
| RIPLEY DOORN & COMPANY PLLC | Auditor | — | — | $0 |
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 | $35,764 | — | $35,764 | — | — |
| 2023 | $29,246 | — | $29,246 | — | — |
| 2022 | $28,192 | — | $28,192 | — | — |