Plan Snapshot
- Plan Sponsor: Jcj-Raleigh, LLC
- Sponsor EIN: 631284962
- Sponsor Address: 1930 STONEGATE DRIVE, BIRMINGHAM, AL, 35242
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $5.2M
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 | 260 | $5.2M | $99,120 | $730,432 |
| 2023 | 272 | $4.5M | $92,618 | $629,476 |
| 2022 | 258 | $3.5M | $74,738 | $584,681 |
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 |
|---|---|---|---|---|
| CAMERON TRAVIS & COMPANY, 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 | $62,333 | $23,989 | $35,320 | — | — |
| 2023 | $50,245 | $15,917 | $36,814 | — | — |
| 2022 | $49,017 | $20,426 | $17,990 | — | $1,729 |