Plan Snapshot
- Plan Sponsor: Jenkins Services, INC.
- Sponsor EIN: 262346163
- Sponsor Address: 3750 CENTERVIEW DR, CHANTILLY, VA, 201513200
- Plan Type: 401(k)
- Total Participants: 415
- Total Assets: $15.1M
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 | 415 | $15.1M | $1.1M | $1.2M |
| 2023 | 428 | $13.8M | $1.2M | $1.1M |
| 2022 | 353 | $10.0M | $1.2M | $827,203 |
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 | RECORDKEEPER | $40,938 | — | $40,938 |
| NFP RETIREMENT INC | ADVISOR | $20,000 | — | $20,000 |
| STRATEGIC ADVISOR, INC. | ADVISOR | $10,730 | — | $10,730 |
| STAMBAUGH NESS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS — RECORDKEEPER
- NFP RETIREMENT INC — ADVISOR
- STRATEGIC ADVISOR, INC. — ADVISOR
- STAMBAUGH NESS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,668
- Estimated Expense Ratio: 0.474% 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 | $71,668 | $30,730 | — | — | — |
| 2023 | $64,635 | $24,946 | — | $10,589 | — |
| 2022 | $49,130 | $2,429 | — | — | — |