Plan Snapshot
- Plan Sponsor: Jd Bank 401k Plan
- Sponsor EIN: 721176368
- Sponsor Address: PO BOX 670, JENNINGS, LA, 70546
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $16.6M
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 | 248 | $16.6M | $516,089 | $974,877 |
| 2023 | 212 | $16.3M | $480,582 | $939,761 |
| 2022 | 239 | $13.5M | $473,489 | $923,089 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.066% 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 | $77,197 | $29,255 | — | $11,000 | — |
| 2023 | $71,277 | $25,190 | $22,853 | $10,500 | — |
| 2022 | $72,944 | $24,861 | $24,793 | — | — |