# Jennings Road Management Corp. 401(k) Plan
Source: https://planprovider.pro/companies/jennings-road-management-corp-401k-plan

> Jennings Road Management Corp.&#39;s 401(k) plan: 2,264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jennings Road Management Corp.

- **Sponsor EIN:** 061169004

- **Sponsor Address:** 47 EASTERN BOULEVARD, GLASTONBURY, CT, 06033

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

- **Total Participants:** 2,264

- **Total Assets:** $149.5M

## 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|2,264|$149.5M|$2.1M|$8.9M|

| 2023|2,115|$134.8M|$2.0M|$8.6M|

| 2022|2,020|$112.2M|$2.1M|$8.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$224,512|—|$224,512|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$55,000|—|$55,000|

| PENSION CONSULTANTS INC|CONTRACT ADMIN|$45,000|—|$45,000|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION CONSULTANTS INC](https://planprovider.pro/provider/pension-consultants-inc) — CONTRACT ADMIN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $324,512

- **Estimated Expense Ratio:** 0.217% 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|$282,421|$55,000|$2,909|—|—|

| 2023|$320,075|$66,250|$253,825|—|—|

| 2022|$322,132|$55,000|$262,572|—|—|

## Similar Plans

- [Hoffman Enterprises](https://planprovider.pro/companies/hoffman-enterprises-401k-plan) — 440 participants

- [Orlor, INC](https://planprovider.pro/companies/orlor-inc-401k-plan) — 362 participants

- [Shaker Auto Group INC.](https://planprovider.pro/companies/shaker-auto-group-inc-401k-plan) — 350 participants

- [Gengras Motor Cars, INC.](https://planprovider.pro/companies/gengras-motor-cars-inc-401k-plan) — 321 participants

- [Girard Motors, INC.](https://planprovider.pro/companies/girard-motors-inc-401k-plan) — 315 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jennings-road-management-corp-401k-plan)

&copy; 2026 PlanProvider.Pro
