# Jc Resorts LLC 401(k) Plan
Source: https://planprovider.pro/companies/jc-resorts-llc-401k-plan

> Jc Resorts LLC's 401(k) plan: 1,375 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LING & BOUMAN, LLP](https://planprovider.pro/provider/ling-and-bouman-cpas-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jc-resorts-llc-401k-plan)

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