# Jcb Management Company LLC 401(k) Plan
Source: https://planprovider.pro/companies/jcb-management-company-llc-401k-plan

> Jcb Management Company LLC's 401(k) plan: 886 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jcb Management Company LLC

- **Sponsor EIN:** 481291893

- **Sponsor Address:** 4200 CITY AVE, PHILADELPHIA, PA, 19131

- **Plan Type:** 401(k)

- **Total Participants:** 886

- **Total Assets:** $4.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|886|$4.1M|$222,854|$429,760|

| 2023|750|$3.7M|$198,229|$380,939|

| 2022|221|$3.1M|$156,115|$304,395|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$30,098|—|$30,098|

| ORENDA RETIREMENT LLC|CONTRACT ADMINISTRATOR|$13,126|$4,367|$17,493|

| CITRIN COOPERMAN & COMPANY|ACCOUNTANT|$14,773|—|$14,773|

| CITRIN COOPERMAN & COMPANY LLP|Auditor|$14,773|—|$14,773|

| MML INSURANCE AGENCY LLC|OTHER SERVICES|—|$9,866|$9,866|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,003

- **Estimated Expense Ratio:** 2.112% 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|$57,968|—|$43,195|$14,773|—|

| 2023|$44,773|—|$23,151|$21,622|—|

| 2022|$69,899|$12,180|$57,719|—|—|

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