# Jacob Stern & Sons, INC. DC Plan
Source: https://planprovider.pro/companies/jacob-stern-sons-inc-plan-001

> Jacob Stern & Sons, INC.'s DC plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jacob Stern & Sons, INC.

- **Sponsor EIN:** 232150415

- **Sponsor Address:** 2173 SALK AVE, CARLSBAD, CA, 92008

- **Plan Type:** DC

- **Total Participants:** 96

- **Total Assets:** $27.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|96|$27.5M|$280,387|$1.4M|

| 2023|105|$25.9M|$474,902|$1.4M|

| 2022|100|$21.3M|$291,381|$1.0M|

## 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|

| HALLOWELL 401(K) ASSURANCE, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HALLOWELL 401(K) ASSURANCE, LLC](https://planprovider.pro/provider/hallowell-401k-assurance-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|-$2,549|$4,032|—|—|—|

| 2023|$952|$1,658|—|—|—|

| 2022|$750|$1,209|—|—|—|

## Similar Plans

- [Mxr Imaging, INC.](https://planprovider.pro/companies/mxr-imaging-inc-401k-plan) — 413 participants

- [Professional Plastics, INC.](https://planprovider.pro/companies/professional-plastics-inc-401k-plan) — 468 participants

- [Motive Energy, INC](https://planprovider.pro/companies/motive-energy-inc-401k-plan) — 845 participants

- [Motive Companies, LLC](https://planprovider.pro/companies/motive-companies-llc-401k-plan) — 954 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jacob-stern-sons-inc-plan-001)

© 2026 PlanProvider.Pro