Plan Snapshot
- Plan Sponsor: Jc Resorts LLC
- Sponsor EIN: 522205482
- Sponsor Address: 533 COAST BLVD SOUTH, LA JOLLA, CA, 92037
- Plan Type: 401(k)
- Total Participants: 1,375
- Total Assets: $32.6M
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 | 1,375 | $32.6M | $275,442 | $3.1M |
| 2023 | 1,008 | $28.1M | $399,617 | $2.9M |
| 2022 | 873 | $22.1M | $336,889 | $2.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $86,823 | — | $86,823 |
| CONCURRENT INVESTMENT ADVISORS LLC | ADVISOR | $20,330 | — | $20,330 |
| LING & BOUMAN, LLP | AUDITOR | $12,050 | — | $12,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LING & BOUMAN, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,203
- Estimated Expense Ratio: 0.365% 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 | $119,089 | $20,330 | — | $12,050 | — |
| 2023 | $123,963 | $36,026 | — | $11,500 | — |
| 2022 | $125,984 | — | — | — | — |