Plan Snapshot
- Plan Sponsor: Jaynes Companies
- Sponsor EIN: 850172050
- Sponsor Address: P.O. BOX 26841, ALBUQUERQUE, NM, 871256841
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $43.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 177 | $43.7M | $2.2M | $1.1M |
| 2023 | 152 | $32.6M | $1.6M | $859,734 |
| 2022 | 124 | $29.9M | $1.0M | $807,587 |
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 |
|---|---|---|---|---|
| BOKF, NA | TRUSTEE | $37,137 | — | $37,137 |
| REDW LLC | APPRAISER | $29,059 | — | $29,059 |
| CLIFTONLARSONALLEN LLP | AUDITOR | $17,742 | — | $17,742 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDW LLC — APPRAISER
- CLIFTONLARSONALLEN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,938
- Estimated Expense Ratio: 0.192% 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 | $83,938 | $37,493 | — | $17,742 | — |
| 2023 | $108,718 | $10,412 | — | $15,830 | — |
| 2022 | $75,592 | $29,961 | — | — | $45,631 |