Plan Snapshot
- Plan Sponsor: Jet Parts Engineering LLC
- Sponsor EIN: 911647938
- Sponsor Address: 4772 OHIO AVENUE SOUTH, SEATTLE, WA, 98134
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $12.9M
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 | 139 | $12.9M | $616,305 | $1.1M |
| 2023 | 140 | $10.6M | $503,933 | $990,450 |
| 2022 | 94 | $7.7M | $242,898 | $517,423 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | INVESTMENT/FINANCIAL ADVI | $26,921 | — | $26,921 |
| ADP, INC. | RECORD KEEPER | $11,881 | — | $11,881 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,802
- Estimated Expense Ratio: 0.301% 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 | $38,804 | $26,922 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |