Plan Snapshot
- Plan Sponsor: Jenkins Services, INC.
- Sponsor EIN: 742657571
- Sponsor Address: 9475 E HIGHWAY 290, AUSTIN, TX, 787242303
- Plan Type: 401(k)
- Total Participants: 1,005
- Total Assets: $33.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,005 | $33.5M | $1.5M | $3.9M |
| 2023 | 965 | $28.1M | $1.4M | $3.6M |
| 2022 | 905 | $21.1M | $1.2M | $3.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $226,595 | — | $226,595 |
| PENSIONMARK FINANCIAL GROUP, LLC | INVESTMENT ADVISORY | — | $78,499 | $78,499 |
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $305,094
- Estimated Expense Ratio: 0.911% 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 | $226,595 | — | $226,595 | — | — |
| 2023 | $177,863 | — | $177,863 | — | — |
| 2022 | $150,923 | — | $150,923 | — | — |