Plan Snapshot
- Plan Sponsor: Jbi, LLC
- Sponsor EIN: 208014359
- Sponsor Address: P.O. BOX 10000, LAKE BUENA VISTA, FL, 32830
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 130
- Total Assets: $10.0M
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. |
|---|---|---|---|---|
| 2025 | 130 | $10.0M | $0 | $0 |
| 2024 | 83 | $8.7M | $389,143 | $229,434 |
| 2023 | 87 | $7.1M | $337,682 | $232,781 |
| 2022 | 62 | $5.7M | $295,849 | $213,295 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $22,263 | — | $22,263 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $21,373 | — | $21,373 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $8,325 | — | $8,325 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,961
- Estimated Expense Ratio: 0.520% 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 |
|---|---|---|---|---|---|
| 2025 | $506,655 | $29,698 | — | — | — |
| 2024 | $165,156 | — | — | — | — |
| 2023 | $57,862 | — | — | — | — |
| 2022 | $73,009 | — | — | — | — |