# Jbo Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/jbo-management-llc-861767458-002

> Jbo Management LLC's 401(k) plan: 379 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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