# Jerrys Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jerry-s-enterprises-inc-plan-002

> Jerrys Enterprises, INC.'s 401(k) plan: 1,394 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jerrys Enterprises, INC.

- **Sponsor EIN:** 410834686

- **Sponsor Address:** 5101 VERNON AVENUE SOUTH, EDINA, MN, 55436

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

- **Total Participants:** 1,394

- **Total Assets:** $44.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,394|$44.9M|$2.6M|$1.2M|

| 2023|1,304|$41.6M|$2.5M|$1.1M|

| 2022|1,277|$35.3M|$2.9M|$1.1M|

## 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|

| MILLER WELLE HEISER & CO., LTD|Auditor|$7,950|—|$7,950|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,950

- **Estimated Expense Ratio:** 0.018% 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|$67,666|$31,986|$27,730|$7,950|—|

| 2023|$87,827|$45,230|$34,747|$7,850|—|

| 2022|$86,574|$49,804|$29,120|—|$7,650|

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