Plan Snapshot
- Plan Sponsor: Jaizai Investments
- Sponsor EIN: 263795471
- Sponsor Address: 10301 MONROE ROAD, MATTHEWS, NC, 28105
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $274,445
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 | 173 | $274,445 | $0 | $86,690 |
| 2023 | 201 | $221,790 | $0 | $83,012 |
| 2022 | 175 | $124,163 | $0 | $62,199 |
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 |
|---|---|---|---|---|
| ELLIOTT GROUP CPAS PLLCC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT GROUP CPAS PLLCC — 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 | $5,895 | $23 | — | — | — |
| 2023 | $1,293 | $18 | — | — | — |
| 2022 | $165 | — | — | — | — |