Plan Snapshot
- Plan Sponsor: Jax INC
- Sponsor EIN: 841087636
- Sponsor Address: 4629 N. OVERLAND TRAIL, LAPORTE, CO, 80535
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 349 | $3.8M | $0 | $181,279 |
| 2023 | 401 | $3.8M | $0 | $214,921 |
| 2022 | 472 | $3.4M | $76,285 | $248,149 |
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 |
|---|---|---|---|---|
| ATLAS CPA'S & ADVISORS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATLAS CPA'S & ADVISORS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,555 | $13,567 | — | — | — |
| 2023 | $22,344 | $12,965 | — | — | — |
| 2022 | $24,780 | $13,626 | — | — | — |