Plan Snapshot
- Plan Sponsor: Jae Electronics, INC.
- Sponsor EIN: 953107706
- Sponsor Address: 142 TECHNOLOGY DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 226 | $20.5M | $236,685 | $1.1M |
| 2023 | 225 | $17.9M | $247,662 | $1.2M |
| 2022 | 225 | $16.9M | $243,397 | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $83,890 | $56,810 | $27,080 | — | — |
| 2023 | $77,866 | $51,603 | $26,263 | — | — |
| 2022 | $84,652 | $58,379 | $26,273 | — | — |