Plan Snapshot
- Plan Sponsor: Jacent Strategic Merchandising
- Sponsor EIN: 320473691
- Sponsor Address: 860 WELSH ROAD, HUNTINGDON VALLEY, PA, 19006
- Plan Type: 401(k)
- Total Participants: 582
- Total Assets: $7.7M
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 | 582 | $7.7M | $676,906 | $1.4M |
| 2023 | 559 | $7.2M | $544,715 | $990,653 |
| 2022 | 508 | $5.2M | $527,420 | $988,717 |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES, LLC — Auditor
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 | $76,587 | $35,251 | — | — | — |
| 2023 | $71,897 | $28,281 | — | — | — |
| 2022 | $33,186 | — | — | — | — |