Plan Snapshot
- Plan Sponsor: Jc Foodservice, INC.
- Sponsor EIN: 954655620
- Sponsor Address: 17708 ROWLAND STREET, CITY OF INDUSTRY, CA, 91748
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 135 | $21.5M | $586,135 | $773,372 |
| 2023 | 132 | $20.1M | $536,042 | $780,594 |
| 2022 | 125 | $16.0M | $543,054 | $758,759 |
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 |
|---|---|---|---|---|
| ROORDA, PIQUET & BESSEE, INC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $86,176 | $50,857 | $32,729 | — | — |
| 2023 | $76,466 | $43,058 | $31,783 | — | — |
| 2022 | $84,159 | $39,204 | $43,035 | — | $1,920 |