Plan Snapshot
- Plan Sponsor: Jams, INC.
- Sponsor EIN: 680542699
- Sponsor Address: 18881 VON KARMAN AVENUE, SUITE 350, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $58.3M
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 | 327 | $58.3M | $1.0M | $3.5M |
| 2023 | 309 | $49.6M | $951,553 | $3.2M |
| 2022 | 309 | $40.2M | $900,656 | $3.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $38,093 | — | $38,093 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,127 | — | $7,127 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,220
- Estimated Expense Ratio: 0.078% 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 | $45,220 | $7,127 | — | — | — |
| 2023 | $33,019 | $5,373 | — | — | — |
| 2022 | $56,554 | $7,943 | — | — | — |