Plan Snapshot
- Plan Sponsor: Jbc Limited, LLC
- Sponsor EIN: 842191534
- Sponsor Address: 5240 SE 82ND AVENUE, PORTLAND, OR, 97266
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 214 | $5.1M | $0 | $444,862 |
| 2023 | 209 | $4.4M | $0 | $422,528 |
| 2022 | 215 | $4.0M | $1,462 | $487,547 |
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 |
|---|---|---|---|---|
| FORDHAM GOODFELLOW LLP | ACCOUNTANT/AUDITOR | $14,869 | — | $14,869 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $11,433 | — | $11,433 |
| LPL FINANCIAL LLC | ADVISOR | — | $11,197 | $11,197 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORDHAM GOODFELLOW LLP — ACCOUNTANT/AUDITOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LPL FINANCIAL LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,499
- Estimated Expense Ratio: 0.732% 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 | $26,302 | — | — | $14,869 | — |
| 2023 | $24,970 | — | — | $13,336 | — |
| 2022 | $24,620 | — | — | — | — |