Plan Snapshot
- Plan Sponsor: Jenet Management, LLC
- Sponsor EIN: 464438767
- Sponsor Address: 290 MERRIMACK STREET, LAWRENCE, MA, 01843
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $2.9M | $274,064 | $433,086 |
| 2023 | 131 | $2.1M | $213,119 | $318,114 |
| 2022 | 131 | $1.6M | $175,151 | $272,603 |
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 |
|---|---|---|---|---|
| CARON & BLETZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $36,353 | $483 | $34,317 | — | — |
| 2023 | $27,274 | $354 | $25,975 | — | — |
| 2022 | $23,200 | $286 | $21,759 | — | $1,155 |