Plan Snapshot
- Plan Sponsor: Jessup Manufactured Housing, LLC
- Sponsor EIN: 823053731
- Sponsor Address: 1001 W LOOP 340, WACO, TX, 767126844
- Plan Type: 401(k)
- Total Participants: 318
- Total Assets: $4.4M
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 | 318 | $4.4M | $284,278 | $720,055 |
| 2023 | 209 | $3.7M | $162,272 | $616,222 |
| 2022 | 295 | $2.8M | $331,681 | $820,684 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIOANL | Recordkeeper | $42,944 | — | $42,944 |
| ADMIN316 | Recordkeeper | $36,590 | — | $36,590 |
| STRATEGIC WEALTH MANAGEMENT GROUP | Investment Advisor | $8,706 | — | $8,706 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $6,104 | — | $6,104 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIOANL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,344
- Estimated Expense Ratio: 2.135% 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 | $96,202 | $14,257 | — | — | — |
| 2023 | $108,498 | $108,498 | — | — | — |
| 2022 | $58,581 | $58,581 | — | — | — |