# Jbr, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jbr-inc-401k-plan-001-4405

> Jbr, INC.'s 401(k) plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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