Plan Snapshot
- Plan Sponsor: J127 Education Foundation
- Sponsor EIN: 541371815
- Sponsor Address: 9211 ARLINGTON BLVD, FAIRFAX, VA, 220312501
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 245 | $6.5M | $57,103 | $401,081 |
| 2023 | 246 | $5.6M | $54,838 | $393,706 |
| 2022 | 242 | $4.5M | $48,019 | $357,423 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES | Other Service Provider | $20,616 | — | $20,616 |
| ASCENSUS LLC | Recordkeeper | $11,649 | $2 | $11,651 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,267
- Estimated Expense Ratio: 0.497% 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 | $32,990 | — | — | — | — |
| 2023 | $28,169 | $15,916 | — | — | — |
| 2022 | $25,820 | — | — | — | $25,820 |