Plan Snapshot
- Plan Sponsor: Jannus, INC.
- Sponsor EIN: 816035382
- Sponsor Address: 1607 WEST JEFFERSON STREET, BOISE, ID, 83702
- Plan Type: 403(b)
- Total Participants: 169
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 169 | $12.5M | $505,704 | $427,740 |
| 2023 | 160 | $13.4M | $502,893 | $453,380 |
| 2022 | 172 | $11.5M | $445,156 | $403,272 |
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 |
|---|---|---|---|---|
| SORREN CPAS P.C. | Auditor | — | — | $0 |
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 | $58,284 | $31,855 | $26,429 | — | — |
| 2023 | $49,035 | $25,642 | $23,393 | — | — |
| 2022 | $45,949 | $21,249 | $24,700 | — | — |