Plan Snapshot
- Plan Sponsor: Jax Refrigeration, INC.
- Sponsor EIN: 271892816
- Sponsor Address: 901 7TH AVENUE S, JACKSONVILLE BEACH, FL, 32250
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $1.4M
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. |
|---|---|---|---|---|
| 2023 | 30 | $1.4M | $75,607 | $134,487 |
| 2022 | 60 | $2.3M | $125,074 | $321,478 |
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 |
|---|---|---|---|---|
| MSL CPAS AND ADVISORS | NONE | $66,000 | — | $66,000 |
| ENNIS PELLUM AND ASSOCIATES | Auditor | $36,563 | — | $36,563 |
| ASCENSUS LLC | NONE | $33,240 | — | $33,240 |
| GRAY ROBINSON ATTY. | NONE | $7,124 | — | $7,124 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ENNIS PELLUM AND ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,927
- Estimated Expense Ratio: 10.310% 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 |
|---|---|---|---|---|---|
| 2023 | $55,359 | $1,426 | $16,620 | $36,563 | — |
| 2022 | $18,825 | — | $18,825 | — | — |