Plan Snapshot
- Plan Sponsor: Jedco, INC.
- Sponsor EIN: 381969167
- Sponsor Address: 1615 BROADWAY NW, GRAND RAPIDS, MI, 49504
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $14.3M
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 | 197 | $14.3M | $266,574 | $896,676 |
| 2023 | 196 | $16.4M | $269,669 | $846,377 |
| 2022 | 197 | $14.2M | $278,541 | $927,006 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | Recordkeeper | $61,560 | — | $61,560 |
| VOISARD ASSET MANAGEMENT | Investment Advisor | $39,194 | — | $39,194 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,754
- Estimated Expense Ratio: 0.703% 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 | $60,165 | — | $60,165 | — | — |
| 2023 | $63,218 | — | $63,218 | — | — |
| 2022 | $91,802 | — | $91,802 | — | — |