# Jdk Management Co, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/jdk-management-co-l-p-401k-plan

> Jdk Management Co, L.P.'s 401(k) plan: 1,369 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — OTHER SERVICES

- [MCKONLY & ASBURY, LLP](https://planprovider.pro/provider/mckonly-and-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|—|—|

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