Plan Snapshot
- Plan Sponsor: J2 Interactive, LLC
- Sponsor EIN: 043568729
- Sponsor Address: 2 THIRTEENTH STREET, CHARLESTOWN, MA, 02129
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $41.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 220 | $41.8M | $1.1M | $2.7M |
| 2023 | 237 | $33.2M | $1.1M | $2.8M |
| 2022 | 233 | $23.8M | $894,403 | $2.2M |
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 | $35,307 | — | $35,307 |
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | $20,000 | — | $20,000 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $12,372 | — | $12,372 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- COMMONWEALTH FINANCIAL NETWORK — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,679
- Estimated Expense Ratio: 0.162% 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 | $67,746 | $32,372 | — | — | — |
| 2023 | $58,917 | $30,666 | — | — | — |
| 2022 | $62,419 | $6,968 | — | — | — |