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

> Jerrys Enterprises INC.'s 401(k) plan: 540 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:** 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|

| PRIME CAPITAL INVESTMENT ADVIS|NONE|$46,309|—|$46,309|

| STANCORP FINANCIAL GROUP|NONE|$44,031|—|$44,031|

| MILLER WELLE HEISER & CO., LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $90,340

- **Estimated Expense Ratio:** 0.182% 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|$58,882|$46,309|$12,573|—|—|

| 2023|$64,251|$55,900|$501|$7,850|—|

| 2022|$79,435|$64,727|$11,008|—|$3,700|

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