Plan Snapshot
- Plan Sponsor: Jbgs Employee Company LLC
- Sponsor EIN: 364861256
- Sponsor Address: 4747 BETHESDA AVENUE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 527
- Total Assets: $132.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 527 | $132.3M | $2.0M | $5.5M |
| 2023 | 671 | $119.2M | $2.2M | $6.4M |
| 2022 | 717 | $103.7M | $2.4M | $6.6M |
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 |
|---|---|---|---|---|
| TKR | Auditor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TKR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,000
- Estimated Expense Ratio: 0.012% 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 | $144,185 | $30,000 | $20,232 | $16,000 | — |
| 2023 | $162,380 | $30,000 | $108,455 | $22,300 | — |
| 2022 | $177,795 | $30,000 | $129,675 | — | $14,800 |