Plan Snapshot
- Plan Sponsor: Jamboor Medical Corp
- Sponsor EIN: 330469639
- Sponsor Address: 12675 HESPERIA RD, VICTORVILLE, CA, 92395
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $5.4M
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 | 117 | $5.4M | $166,131 | $501,822 |
| 2023 | 117 | $4.9M | $151,591 | $433,547 |
| 2022 | 115 | $4.6M | $138,791 | $486,199 |
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 |
|---|---|---|---|---|
| JONATHON P REUBEN CPA | 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 | $46,604 | $9,000 | — | — | — |
| 2023 | $42,157 | $23,796 | — | — | — |
| 2022 | $43,600 | — | — | — | — |