Plan Snapshot
- Plan Sponsor: Jarrett Logistics Systems, INC.
- Sponsor EIN: 522451083
- Sponsor Address: 1347 N. MAIN STREET, ORRVILLE, OH, 44667
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 264 | $9.1M | $831,836 | $871,123 |
| 2023 | 240 | $6.5M | $719,766 | $745,254 |
| 2022 | 215 | $4.2M | $323,508 | $559,794 |
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 |
|---|---|---|---|---|
| JULY BUSINESS SERVICES | NONE | $32,809 | — | $32,809 |
| HUMMEL GROUP, INC. | NONE | $14,800 | — | $14,800 |
| MEADEN & MOORE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES — NONE
- MEADEN & MOORE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,609
- Estimated Expense Ratio: 0.523% 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 | $33,100 | — | $32,950 | — | — |
| 2023 | $28,811 | — | $28,811 | — | — |
| 2022 | $26,092 | — | $26,092 | — | — |