Plan Snapshot
- Plan Sponsor: Jabian, LLC
- Sponsor EIN: 204276524
- Sponsor Address: 7000 CENTRAL PARKWAY, SUITE 1480, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $22.5M
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 | 99 | $22.5M | $639,241 | $1.3M |
| 2023 | 123 | $22.2M | $639,241 | $1.6M |
| 2022 | 137 | $18.2M | $697,311 | $1.5M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $45,776 | — | $45,776 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $24,366 | — | $24,366 |
| ASCENSUS HOLDINGS INC DBA FP ADMIN | CONTRACT ADMIN | $6,075 | $10,000 | $16,075 |
| JONES AND KOLB | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- JONES AND KOLB — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,217
- Estimated Expense Ratio: 0.383% 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 | $146,654 | — | $100,878 | — | — |
| 2023 | $82,595 | — | $82,595 | — | — |
| 2022 | $64,196 | $64,196 | — | — | — |