Plan Snapshot
- Plan Sponsor: Jci Jones Chemicals, INC.
- Sponsor EIN: 160809645
- Sponsor Address: 1765 RINGLING BLVD, SAROSOTA, FL, 34236
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $16.1M
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 | 171 | $16.1M | $390,838 | $526,630 |
| 2023 | 157 | $14.0M | $268,504 | $468,503 |
| 2022 | 153 | $12.5M | $364,272 | $464,892 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $135,730 | $37,282 | — | — | — |
| 2023 | $95,507 | $32,449 | — | — | — |
| 2022 | $82,298 | — | $82,298 | — | — |