Plan Snapshot
- Plan Sponsor: Jain America Holdings LLC
- Sponsor EIN: 811519531
- Sponsor Address: 3168 W BELMONT AVE, FRESNO, CA, 93722
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $19.8M
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 | 169 | $19.8M | $705,553 | $954,628 |
| 2023 | 291 | $23.7M | $1.4M | $1.9M |
| 2022 | 518 | $26.7M | $1.6M | $2.1M |
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 |
|---|---|---|---|---|
| JGD & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES 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 | $61,012 | $31,855 | — | — | — |
| 2023 | $135,589 | $42,556 | $93,033 | — | — |
| 2022 | $104,917 | $38,174 | $66,743 | — | — |