# Jet Specialty, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jet-specialty-inc-401k-plan

> Jet Specialty, INC.'s 401(k) plan: 413 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jet Specialty, INC.

- **Sponsor EIN:** 752408914

- **Sponsor Address:** 211 MARKET AVENUE, BOERNE, TX, 78006

- **Plan Type:** 401(k)

- **Total Participants:** 413

- **Total Assets:** $17.5M

## 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|413|$17.5M|$879,542|$1.4M|

| 2023|383|$14.5M|$841,402|$1.3M|

| 2022|384|$12.0M|$765,153|$1.2M|

## 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|

| OSAIC WEALTH INC|ADVISOR|$29,686|—|$29,686|

| CETERA INVESTMENT ADVISORS LLC|ADVISOR|$8,370|—|$8,370|

| WEAVER & TIDWELL. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [WEAVER & TIDWELL. LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,056

- **Estimated Expense Ratio:** 0.217% 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|$38,723|$38,056|—|—|—|

| 2023|$28,917|$30,985|—|—|—|

| 2022|$36,303|—|—|—|—|

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