# Jbc Limited, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jbc-limited-llc-401k-plan

> Jbc Limited, LLC's 401(k) plan: 214 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fordham-goodfellow-llp) — ACCOUNTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/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|—|—|—|—|

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