Plan Snapshot
- Plan Sponsor: Jdk Management Co, L.P.
- Sponsor EIN: 233062632
- Sponsor Address: 1388 STATE ROUTE 487, BLOOMSBURG, PA, 17815
- Plan Type: 401(k)
- Total Participants: 1,369
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,369 | $13.4M | $158,137 | $815,612 |
| 2023 | 1,386 | $13.8M | $152,751 | $760,740 |
| 2022 | 1,213 | $13.2M | $146,190 | $725,317 |
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 | $150,006 | — | $150,006 |
| LIFESTYLE RETIREMENT COMPANY | CONTRACT ADMINISTRATOR | $2,179 | $18,142 | $20,321 |
| STIFEL NICOLAUS & COMPANY INC | OTHER SERVICES | — | $18,727 | $18,727 |
| MCKONLY & ASBURY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STIFEL NICOLAUS & COMPANY INC — OTHER SERVICES
- MCKONLY & ASBURY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,054
- Estimated Expense Ratio: 1.412% 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 | $152,185 | — | $152,185 | — | — |
| 2023 | $135,909 | — | $135,909 | — | — |
| 2022 | $17,381 | — | $12,626 | — | — |