# Jbi, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jbi-llc-208014359-001

> Jbi, LLC's 401(k) plan: 130 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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