Plan Snapshot
- Plan Sponsor: Jensen'S Complete Shopping, INC.
- Sponsor EIN: 952260279
- Sponsor Address: 2465 E PALM CANYON, PALM SPRINGS, CA, 92264
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $7.6M
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 | 233 | $7.6M | $63,755 | $321,356 |
| 2023 | 212 | $7.3M | $65,405 | $371,368 |
| 2022 | 246 | $6.9M | $58,265 | $404,387 |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | RIA | $25,000 | — | $25,000 |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | RECORDKEEPER | $24,987 | — | $24,987 |
| ACTUARIAL BENEFITS CORP. | OTHER SERVICES | $14,295 | — | $14,295 |
| SOREN MCADAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP LLC — RIA
- JOHN HANCOCK RETIREMENT PLAN SERVIC — RECORDKEEPER
- SOREN MCADAM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,282
- Estimated Expense Ratio: 0.847% 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 | $64,282 | — | $64,282 | — | — |
| 2023 | $63,269 | — | $63,269 | — | — |
| 2022 | $67,223 | — | — | — | $67,223 |