Plan Snapshot
- Plan Sponsor: Jc Licht, LLC
- Sponsor EIN: 472174551
- Sponsor Address: 901 S. ROHLWING RD., STE. M, ADDISON, IL, 60101
- Plan Type: 401(k)
- Total Participants: 697
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 697 | $11.6M | $208,833 | $1.1M |
| 2023 | 749 | $10.3M | $445,222 | $1.3M |
| 2022 | 621 | $7.3M | $355,021 | $1.1M |
| 2020 | 386 | $5.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE CO | Recordkeeper | $77,920 | $17,650 | $95,570 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AXA EQUITABLE LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,570
- Estimated Expense Ratio: 0.823% 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 | $77,707 | — | $77,707 | — | — |
| 2023 | $61,421 | — | $61,421 | — | — |
| 2022 | $46,250 | — | $46,250 | — | — |
| 2020 | $21,466 | — | $21,466 | — | — |