# Jencap Group 401(k) Plan
Source: https://planprovider.pro/companies/jencap-group-401k-plan

> Jencap Group's 401(k) plan: 1,128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jencap Group

- **Sponsor EIN:** 851623752

- **Sponsor Address:** 1350 BROADWAY, SUITE 1400, NEW YORK, NY, 10018

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

- **Total Participants:** 1,128

- **Total Assets:** $110.9M

## 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|1,128|$110.9M|$3.1M|$9.3M|

| 2023|1,069|$91.8M|$2.7M|$8.2M|

| 2022|981|$74.1M|$2.0M|$6.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$61,434|—|$61,434|

| SMITH & HOWARD, PC|ACCOUNTANT/AUDITOR|$13,750|—|$13,750|

| EQUITABLE ADVISORS LLC|ADVISOR|$12,803|—|$12,803|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EQUITABLE ADVISORS LLC](https://planprovider.pro/provider/equitable) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $87,987

- **Estimated Expense Ratio:** 0.079% 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|$87,987|$12,803|—|$13,750|—|

| 2023|-$68,480|$47,826|—|$27,500|—|

| 2022|-$42,627|—|—|—|—|

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