Plan Snapshot
- Plan Sponsor: Jennings, Strouss & Salmon, P.L.C.
- Sponsor EIN: 860108229
- Sponsor Address: ONE EAST WASHINGTON STREET, PHOENIX, AZ, 850042554
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $5.8M | $0 | $542,570 |
| 2022 | 151 | $35.0M | $737,622 | $1.3M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $49,670 | — | $49,670 |
| WELLS FARGO ADVISORS LLC | Other Service Provider | $43,891 | — | $43,891 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,561
- Estimated Expense Ratio: 1.619% 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 |
|---|---|---|---|---|---|
| 2023 | $93,900 | $46,755 | — | — | — |
| 2022 | $110,923 | $56,354 | — | — | — |