Plan Snapshot
- Plan Sponsor: Jamboree Housing Corporation
- Sponsor EIN: 330413518
- Sponsor Address: 17701 COWAN, SUITE 200, IRVINE, CA, 92614
- Plan Type: 403(b)
- Total Participants: 149
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 149 | $9.8M | $348,767 | $771,880 |
| 2023 | 129 | $8.4M | $360,048 | $765,281 |
| 2022 | 131 | $6.1M | $334,111 | $710,291 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $24,186 | $16,552 | $7,634 | — | — |
| 2023 | $20,660 | $12,050 | $8,610 | — | — |
| 2022 | $18,725 | $10,775 | $7,950 | — | — |