Plan Snapshot
- Plan Sponsor: Jack Ohio Finance LLC
- Sponsor EIN: 452917350
- Sponsor Address: 100 PUBLIC SQ, CLEVELAND, OH, 441132208
- Plan Type: 401(k)
- Total Participants: 1,410
- Total Assets: $46.3M
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 | 1,410 | $46.3M | $1.2M | $4.6M |
| 2023 | 1,388 | $41.0M | $1.1M | $4.6M |
| 2022 | 1,440 | $33.0M | $1.1M | $4.3M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | $20,961 | — | $20,961 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,961
- Estimated Expense Ratio: 0.045% 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 | $190,862 | $47,990 | $121,911 | $20,961 | — |
| 2023 | $196,254 | $54,000 | $119,654 | $22,600 | — |
| 2022 | $147,040 | $22,000 | $103,040 | — | $22,000 |