Plan Snapshot
- Plan Sponsor: Jbr, INC.
- Sponsor EIN: 942564405
- Sponsor Address: 1731 AVIATION BLVD, LINCOLN, CA, 95648
- Plan Type: 401(k)
- Total Participants: 308
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 308 | $18.6M | $723,589 | $1.4M |
| 2023 | 264 | $16.3M | $602,256 | $1.1M |
| 2022 | 244 | $13.7M | $559,184 | $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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | BROKERAGE SERVICES | — | $103,641 | $103,641 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $41,459 | — | $41,459 |
| SAN FRANCISCO BAY COFFEE COMPANY | OTHER | $12,600 | — | $12,600 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,700
- Estimated Expense Ratio: 0.846% 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 | $54,069 | — | — | — | — |
| 2023 | $35,213 | — | — | — | — |
| 2022 | $55,508 | $18,848 | $36,660 | — | — |