Plan Snapshot
- Plan Sponsor: Jerry Services INC.
- Sponsor EIN: 820671529
- Sponsor Address: 430 SHERMAN AVENUE, PALO ALTO, CA, 94306
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 106 | $3.0M | $28,049 | $802,535 |
| 2023 | 142 | $2.5M | $0 | $787,434 |
| 2022 | 194 | $1.5M | $0 | $869,202 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,360 | $2,148 | — | — | — |
| 2023 | $2,064 | $1,404 | — | — | — |
| 2022 | $1,129 | $1,129 | — | — | — |