# Jensen'S Complete Shopping, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jensen-s-complete-shopping-inc-401k-plan

> Jensen'S Complete Shopping, INC.'s 401(k) plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sageview-advisory-group) — RIA

- [JOHN HANCOCK RETIREMENT PLAN SERVIC](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [SOREN MCADAM LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jensen-s-complete-shopping-inc-401k-plan)

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