Plan Snapshot
- Plan Sponsor: Jds Industries, INC.
- Sponsor EIN: 460415545
- Sponsor Address: 1800 EAST 57TH STREET NORTH, SIOUX FALLS, SD, 57104
- Plan Type: 401(k)
- Total Participants: 290
- Total Assets: $12.1M
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 | 290 | $12.1M | $365,284 | $760,205 |
| 2023 | 262 | $9.7M | $329,832 | $675,238 |
| 2022 | 275 | $8.1M | $209,251 | $582,491 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | — | $44,227 | $44,227 |
| ADP, INC. | RECORD KEEPER | $13,004 | — | $13,004 |
| ELO PROF LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- ELO PROF LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,231
- Estimated Expense Ratio: 0.475% 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 | $13,004 | — | — | — | — |
| 2023 | $10,076 | — | — | — | — |
| 2022 | $13,447 | — | — | — | — |