Plan Snapshot
- Plan Sponsor: Jaj Enterprises, LLC
- Sponsor EIN: 931210953
- Sponsor Address: 91302 NORTH COBURG INDUSTRIAL WAY, COBURG, OR, 97408
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $5.7M
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 | 110 | $5.7M | $276,532 | $344,799 |
| 2023 | 116 | $6.7M | $236,722 | $314,567 |
| 2022 | 101 | $6.0M | $214,964 | $293,674 |
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 |
|---|---|---|---|---|
| BVAL CPAS & ADVISORS, LLP | 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 | $18,178 | $15,099 | $3,079 | — | — |
| 2023 | $36,504 | $18,393 | $12,430 | — | — |
| 2022 | $36,072 | $15,009 | $14,969 | — | $6,094 |