Plan Snapshot
- Plan Sponsor: Jacques Moret, INC.
- Sponsor EIN: 132812613
- Sponsor Address: 1411 BROADWAY - 8TH FLOOR, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $42.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 235 | $42.8M | $0 | $1.5M |
| 2023 | 241 | $37.6M | $0 | $1.4M |
| 2022 | 222 | $32.6M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OP | SERVICE PROVIDER | $50,000 | — | $50,000 |
| FRENDEL BROWN WEISSMAN, LLP | SERVICE PROVIDER | $35,000 | — | $35,000 |
| LAIKEN ASSOC INC | THIRD PARTY ADMINISTRATO | — | $19,572 | $19,572 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $17,855 | — | $17,855 |
| LAIKEN ASSOCIATES INC. | SERVICE PROVIDER | $10,145 | — | $10,145 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING OP — SERVICE PROVIDER
- FRENDEL BROWN WEISSMAN, LLP — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,572
- Estimated Expense Ratio: 0.309% 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 | $117,268 | $117,268 | — | — | — |
| 2023 | $96,334 | $96,334 | — | — | — |
| 2022 | $58,811 | $58,811 | — | — | — |