Plan Snapshot
- Plan Sponsor: Jbo Management LLC
- Sponsor EIN: 861767458
- Sponsor Address: 15230 W. 105TH TERRACE, LENEXA, KS, 66219
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 379
- Total Assets: $11.0M
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. |
|---|---|---|---|---|
| 2024 | 379 | $11.0M | $446,175 | $1.2M |
| 2023 | 407 | $8.4M | $367,000 | $1.2M |
| 2022 | 366 | $7.2M | $355,814 | $1.0M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $32,864 | — | $32,864 |
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $23,170 | — | $23,170 |
| BENEFIT PLANS PLUS LLC | Other Service Provider | $5,325 | — | $5,325 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,359
- Estimated Expense Ratio: 0.557% 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 | $59,971 | — | $59,971 | — | — |
| 2023 | $85,345 | — | $85,345 | — | — |
| 2022 | $51,430 | — | — | — | — |