# Jbi, LLC DC Plan
Source: https://planprovider.pro/companies/jbi-llc-plan-003

> Jbi, LLC's DC plan: 408 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jbi, LLC

- **Sponsor EIN:** 141862443

- **Sponsor Address:** 2650 E EL PRESIDIO AVENUE, LONG BEACH, CA, 90810

- **Plan Type:** DC

- **Total Participants:** 408

- **Total Assets:** $14.7M

## 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|408|$14.7M|$48,109|$874,818|

| 2023|425|$12.1M|$47,639|$895,488|

| 2022|422|$9.3M|$32,058|$791,249|

## 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|

| MORGAN STANLEY SMITH BARNEY|ADVISOR|—|$31,494|$31,494|

| LSL,LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — ADVISOR

- [LSL,LLP](https://planprovider.pro/provider/lsl-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,494

- **Estimated Expense Ratio:** 0.214% 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|$1,543|—|—|—|—|

| 2023|$1,623|—|—|—|—|

| 2022|$1,738|—|—|—|—|

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