# Janney Montgomery Scott LLC 401(k) Plan
Source: https://planprovider.pro/companies/janney-montgomery-scott-llc-401k-plan

> Janney Montgomery Scott LLC's 401(k) plan: 2,413 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Janney Montgomery Scott LLC

- **Sponsor EIN:** 230731260

- **Sponsor Address:** 1717 ARCH STREET, PHILADELPHIA, PA, 19103

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

- **Total Participants:** 2,413

- **Total Assets:** $766.2M

## 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|2,413|$766.2M|$31.6M|$36.1M|

| 2023|2,328|$664.4M|$29.0M|$32.9M|

| 2022|2,269|$551.1M|$21.2M|$30.0M|

## 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|

| JOHNSON LAMBERT|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHNSON LAMBERT](https://planprovider.pro/provider/johnson-lambert-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|$712|—|$712|—|—|

| 2023|$734|—|—|—|—|

| 2022|$654|—|$654|—|—|

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