Plan Snapshot
- Plan Sponsor: Jenne, INC.
- Sponsor EIN: 341516172
- Sponsor Address: 33665 CHESTER RD, AVON, OH, 440111307
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $29.5M
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 | 193 | $29.5M | $304,905 | $1.3M |
| 2023 | 196 | $25.4M | $284,512 | $1.2M |
| 2022 | 189 | $20.6M | $260,286 | $1.1M |
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 |
|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | Recordkeeper | — | $65,797 | $65,797 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $5,242 | — | $5,242 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,039
- Estimated Expense Ratio: 0.241% 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 | $5,242 | — | $5,242 | — | — |
| 2023 | $3,214 | — | $3,214 | — | — |
| 2022 | $2,971 | — | $2,971 | — | — |