Plan Snapshot
- Plan Sponsor: Jds Associate Services INC
- Sponsor EIN: 201944912
- Sponsor Address: 447 E MAIN ST STE 200, COLUMBUS, OH, 432155661
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $3.0M
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 | 49 | $3.0M | $64,313 | $156,974 |
| 2023 | 109 | $2.6M | $75,732 | $190,275 |
| 2022 | 92 | $2.0M | $91,842 | $220,852 |
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 |
|---|---|---|---|---|
| BRADY WARE & SCHOENFIELD, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY WARE & SCHOENFIELD, INC. — Auditor
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 | $24,978 | $16,775 | $7,343 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $18,407 | $10,346 | $8,061 | — | — |