# Jax Refrigeration, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jax-refrigeration-inc-401k-plan

> Jax Refrigeration, INC.'s 401(k) plan: 30 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/ennis-pellum-and-associates-pa) — 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|—|—|

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