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: 540
- Total Assets: $49.5M
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 | 540 | $49.5M | $900,709 | $2.0M |
| 2023 | 564 | $48.3M | $854,747 | $1.8M |
| 2022 | 502 | $42.3M | $858,830 | $1.8M |
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 | — | — | $0 |
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 | $58,882 | $46,309 | $12,573 | — | — |
| 2023 | $64,251 | $55,900 | $501 | $7,850 | — |
| 2022 | $79,435 | $64,727 | $11,008 | — | $3,700 |