Plan Snapshot
- Plan Sponsor: Jackson Tube Service, INC.
- Sponsor EIN: 310811394
- Sponsor Address: PO BOX 1650, PIQUA, OH, 45356
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $13.4M
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 | 137 | $13.4M | $229,724 | $582,915 |
| 2023 | 137 | $14.9M | $260,972 | $640,479 |
| 2022 | 152 | $14.5M | $263,862 | $655,118 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $51,489 | — | $51,489 |
| AMERIPRISE FINANCIAL SERVICES INC | Investment Advisor | — | $18,679 | $18,679 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,168
- Estimated Expense Ratio: 0.523% 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 | $51,489 | — | $51,489 | — | — |
| 2023 | $54,477 | — | $54,477 | — | — |
| 2022 | $56,828 | — | $56,828 | — | — |