Plan Snapshot
- Plan Sponsor: Jbc Style Ny, LLC
- Sponsor EIN: 261632925
- Sponsor Address: 108 WEST 39TH STREET, SUITE 710, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 138 | $4.7M | $0 | $663,518 |
| 2023 | 147 | $4.4M | $0 | $708,413 |
| 2022 | 165 | $3.2M | $0 | $451,949 |
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 |
|---|---|---|---|---|
| REID CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REID CPAS, 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 | $51,160 | $26,735 | $24,425 | — | — |
| 2023 | $32,327 | $18,438 | $13,889 | — | — |
| 2022 | $26,264 | — | $26,264 | — | — |