Plan Snapshot
- Plan Sponsor: Janie And Jack, LLC
- Sponsor EIN: 833625027
- Sponsor Address: 225 BUSH STREET SUITE 1300, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 680
- Total Assets: $15.2M
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 | 680 | $15.2M | $731,729 | $1.5M |
| 2023 | 421 | $13.5M | $761,195 | $1.4M |
| 2022 | 516 | $10.0M | $676,316 | $1.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $77,151 | $49,283 | — | — | — |
| 2023 | $97,232 | — | $97,232 | — | — |
| 2022 | $83,606 | — | $83,606 | — | — |