# Jake Marshall Service, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jake-marshall-service-inc-621212159-002

> Jake Marshall Service, INC.'s 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jake Marshall Service, INC.

- **Sponsor EIN:** 621212159

- **Sponsor Address:** P.O. BOX 4324, CHATTANOOGA, TN, 37405

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 110

- **Total Assets:** $9.1M

## 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|$9.1M|$270,193|$384,356|

| 2023|116|$8.0M|$263,685|$380,633|

| 2022|111|$6.0M|$257,678|$380,807|

## 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|

| RAYMOND JAMES FINANCIAL SERVICES|Investment Advisor|—|$22,410|$22,410|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,410

- **Estimated Expense Ratio:** 0.247% 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|$42,812|—|$42,812|—|—|

| 2023|$33,099|—|$33,099|—|—|

| 2022|$28,792|—|$28,792|—|—|

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