Plan Snapshot
- Plan Sponsor: Jacobus Energy, LLC
- Sponsor EIN: 391957778
- Sponsor Address: 11414 W PARK PLACE, MILWAUKEE, WI, 532243500
- Plan Type: DC
- Total Participants: 479
- Total Assets: $34.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 479 | $34.1M | $708,840 | $2.2M |
| 2023 | 474 | $29.3M | $571,893 | $1.9M |
| 2022 | 458 | $25.6M | $488,129 | $2.0M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $119,192 | $35,000 | — | — | — |
| 2023 | $109,862 | $31,250 | — | — | — |
| 2022 | $110,809 | $27,500 | — | — | — |