# Jackson And Tull, Chartered Engine 401(k) Plan
Source: https://planprovider.pro/companies/jackson-and-tull-chartered-engine-401k-plan

> Jackson And Tull, Chartered Engine's 401(k) plan: 44 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Jackson And Tull, Chartered Engine

- **Sponsor EIN:** 521004080

- **Sponsor Address:** 2705 BLADENSBURG RD, NE, WASHINGTON, DC, 20018

- **Plan Type:** 401(k)

- **Total Participants:** 44

- **Total Assets:** $24.6M

## 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.|

| 2023|44|$24.6M|$86,698|$315,942|

| 2022|52|$23.7M|$69,147|$535,125|

## 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|

| DGPERRY CPAS + ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DGPERRY CPAS + ADVISORS](https://planprovider.pro/provider/dgperry-pllc) — 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|

| 2023|$125,387|—|$125,387|—|—|

| 2022|$128,954|—|$128,954|—|—|

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