# Jacobsen/Daniels Associates 401(k) Plan
Source: https://planprovider.pro/companies/jacobsen-daniels-associates-401k-plan-001

> Jacobsen/Daniels Associates's 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jacobsen/Daniels Associates

- **Sponsor EIN:** 010556836

- **Sponsor Address:** 121 PEARL STREET, YPSILANTI, MI, 48197

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

- **Total Participants:** 200

- **Total Assets:** $13.9M

## 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|200|$13.9M|$474,090|$952,716|

| 2023|149|$11.3M|$553,055|$833,049|

| 2022|108|$8.7M|$308,776|$570,984|

## 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|

| MICHIGAN BENE|THIRD PARTY ADMINISTRATOR|—|$5,885|$5,885|

| GRANT, MILLIMAN & JOHNSON, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GRANT, MILLIMAN & JOHNSON, P.C.](https://planprovider.pro/provider/grant-millman-and-johnson-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,885

- **Estimated Expense Ratio:** 0.042% 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|$8,689|—|$8,689|—|—|

| 2023|$7,910|—|—|—|—|

| 2022|$6,827|—|—|—|—|

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