# Jaros, Baum & Bolles Consulting Engineers LLP 401(k) Plan
Source: https://planprovider.pro/companies/jaros-baum-bolles-consulting-engineers-llp-plan

> Jaros, Baum & Bolles Consulting Engineers LLP's 401(k) plan: 348 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jaros, Baum & Bolles Consulting Engineers LLP

- **Sponsor EIN:** 130884150

- **Sponsor Address:** 80 PINE STREET, NEW YORK, NY, 10005

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

- **Total Participants:** 348

- **Total Assets:** $77.9M

## 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|348|$77.9M|$422,562|$4.1M|

| 2023|359|$72.6M|$452,688|$4.1M|

| 2022|356|$63.4M|$444,476|$3.5M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$84,066|—|$84,066|

| MORGAN STANLEY WEALTH MANAGEMENT|INVESTMENT ADVISORY|$80,000|—|$80,000|

| WISS & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [MORGAN STANLEY WEALTH MANAGEMENT](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [WISS & COMPANY LLP](https://planprovider.pro/provider/wiss-and-company) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $164,066

- **Estimated Expense Ratio:** 0.211% 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|$164,066|$80,000|—|—|—|

| 2023|$161,889|$80,000|—|—|—|

| 2022|$160,315|$80,000|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jaros-baum-bolles-consulting-engineers-llp-plan)

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