Plan Snapshot
- Plan Sponsor: Jaspers Food Management, INC.
- Sponsor EIN: 931105062
- Sponsor Address: 363 HIGH STREET, EUGENE, OR, 97401
- Plan Type: 401(k)
- Total Participants: 608
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 608 | $8.0M | $123,380 | $398,451 |
| 2023 | 595 | $7.2M | $102,969 | $359,170 |
| 2022 | 525 | $6.5M | $88,382 | $303,762 |
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 |
|---|---|---|---|---|
| TPG FINANCIAL ADVISORS LLC | INVESTMENT ADVISOR | $28,004 | — | $28,004 |
| STANCORP FINANCIAL GROUP | RECORDKEEPER | $15,937 | — | $15,937 |
| HOWELL STRACZAK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — RECORDKEEPER
- HOWELL STRACZAK LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,941
- Estimated Expense Ratio: 0.546% 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 | $48,507 | $28,004 | $15,938 | — | — |
| 2023 | $32,198 | $13,836 | $16,212 | — | — |
| 2022 | $30,161 | $28,993 | $1,068 | — | — |