Plan Snapshot
- Plan Sponsor: Jama Software, INC.
- Sponsor EIN: 208580887
- Sponsor Address: 135 SW TAYLOR STREET, PORTLAND, OR, 97204
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $30.2M
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 | 191 | $30.2M | $1.6M | $3.1M |
| 2023 | 185 | $22.8M | $1.1M | $2.3M |
| 2022 | 181 | $16.8M | $990,775 | $2.0M |
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 |
|---|---|---|---|---|
| KBF CPAS - AUDIT, 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 | $102,765 | $98,955 | $3,810 | — | — |
| 2023 | $76,951 | $73,816 | $3,135 | — | — |
| 2022 | $75,217 | $70,575 | $4,642 | — | — |