Plan Snapshot
- Plan Sponsor: Jax Transit Management Corp.
- Sponsor EIN: 593041602
- Sponsor Address: 100 N. MYRTLE AVE, JACKSONVILLE, FL, 32204
- Plan Type: DB
- Total Participants: 388
- Total Assets: $75.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 388 | $75.6M | $4.5M | $322,286 |
| 2023 | 345 | $63.2M | $3.9M | $246,709 |
| 2022 | 335 | $56.0M | $3.8M | $169,797 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $425,216 | $157,109 | $84,500 | — | — |
| 2023 | $519,089 | $144,661 | $118,826 | — | — |
| 2022 | $501,973 | $147,820 | $312,974 | — | $35,785 |