# Jarrett Logistics Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jarrett-logistics-systems-inc-401k-plan

> Jarrett Logistics Systems, INC.'s 401(k) plan: 264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/july-business-services) — NONE

- [MEADEN & MOORE](https://planprovider.pro/provider/meaden-and-moore-ltd) — 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|—|—|

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