# Jedson Engineering, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jedson-engineering-inc-401k-plan

> Jedson Engineering, INC.'s 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jedson Engineering, INC.

- **Sponsor EIN:** 311745802

- **Sponsor Address:** ONE CENTENNIAL PLAZA, CINCINNATI, OH, 45202

- **Plan Type:** 401(k)

- **Total Participants:** 327

- **Total Assets:** $38.9M

## 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|327|$38.9M|$1.4M|$3.7M|

| 2023|235|$28.1M|$1.1M|$2.7M|

| 2022|190|$20.9M|$824,851|$2.1M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN SRVCS|RETAINED BY EMPLOYER|$33,958|—|$33,958|

| GLOBAL RETIREMENT PARTNERS, LLC|RETAINED BY EMPLOYER|$20,000|—|$20,000|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT PLAN SRVCS](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — RETAINED BY EMPLOYER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,958

- **Estimated Expense Ratio:** 0.139% 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|$53,958|$20,000|$33,958|—|—|

| 2023|$44,500|$20,000|$24,500|—|—|

| 2022|$39,927|$20,000|$19,927|—|—|

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