# Jamco America INC. 401(k) Plan
Source: https://planprovider.pro/companies/jamco-america-inc-401k-plan

> Jamco America INC.&#39;s 401(k) plan: 296 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jamco America INC.

- **Sponsor EIN:** 911161164

- **Sponsor Address:** 1018 80TH ST S.W., EVERETT, WA, 98203

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

- **Total Participants:** 296

- **Total Assets:** $58.7M

## 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|296|$58.7M|$931,188|$2.1M|

| 2023|319|$51.1M|$1.0M|$2.1M|

| 2022|341|$44.4M|$867,202|$2.1M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$69,564|—|$69,564|

| CLARK NUBER, PS|Auditor|$69,564|—|$69,564|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,128

- **Estimated Expense Ratio:** 0.237% 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|$69,564|—|—|$69,564|—|

| 2023|$45,668|—|—|—|—|

| 2022|$38,246|—|—|—|—|

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