Plan Snapshot
- Plan Sponsor: Jardon & Howard Technologies, INC.
- Sponsor EIN: 593033129
- Sponsor Address: 12501 RESEARCH PARKWAY, ORLANDO, FL, 32826
- Plan Type: DC
- Total Participants: 92
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 92 | $2.0M | $80,383 | $106,516 |
| 2023 | 150 | $9.2M | $105,022 | $358,013 |
| 2022 | 166 | $8.1M | $111,126 | $273,565 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES AD | SERVICE PROVIDER | — | $7,737 | $7,737 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $6,785 | — | $6,785 |
| PURVIS, GRAY & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES AD — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,522
- Estimated Expense Ratio: 0.729% 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 | $6,785 | $547 | $5,450 | — | — |
| 2023 | $1,761 | $561 | $1,150 | — | — |
| 2022 | $1,606 | — | — | — | — |