Plan Snapshot
- Plan Sponsor: Jean Madeline, INC.
- Sponsor EIN: 231596775
- Sponsor Address: 575 PINETOWN ROAD #789, FORT WASHINGTON, PA, 19034
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $11.4M
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 | 103 | $11.4M | $0 | $309,179 |
| 2023 | 117 | $10.3M | $30,000 | $302,288 |
| 2022 | 114 | $8.5M | $30,000 | $260,781 |
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 |
|---|---|---|---|---|
| BETTE KARPIN | SERVICE PROVIDER | $27,151 | — | $27,151 |
| VOYA RETIREMENT ADVISORS, LLC | INVESTMENT ADVISORY | $11,733 | — | $11,733 |
| JACOBS AND ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JACOBS AND ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,884
- Estimated Expense Ratio: 0.343% 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 | $46,277 | $39,128 | $6,016 | — | — |
| 2023 | $37,551 | — | $10,379 | — | — |
| 2022 | $36,453 | $23,232 | $10,432 | — | $2,789 |