# Jenoptik North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jenoptik-north-america-inc-401k-plan

> Jenoptik North America, INC.'s 401(k) plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jenoptik North America, INC.

- **Sponsor EIN:** 271657990

- **Sponsor Address:** 16490 INNOVATION DRIVE, JUPITER, FL, 33478

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

- **Total Participants:** 324

- **Total Assets:** $42.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|324|$42.0M|$814,350|$3.0M|

| 2023|350|$34.3M|$792,475|$2.8M|

| 2022|327|$28.6M|$673,865|$2.4M|

## 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|

| USI ADVISORS, INC|INVESTMENT/FINANCIAL ADVI|$37,175|—|$37,175|

| BDO USA, P.C.|ACCOUNTANT|$24,344|—|$24,344|

| ADP, INC.|RECORD KEEPER|$11,909|—|$11,909|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — ACCOUNTANT

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,428

- **Estimated Expense Ratio:** 0.175% 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|$73,428|$37,175|—|$24,344|—|

| 2023|$68,923|$23,690|—|$36,332|—|

| 2022|$52,813|—|—|—|—|

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