Plan Snapshot
- Plan Sponsor: Jetson Specialty Marketing Servi
- Sponsor EIN: 452722177
- Sponsor Address: 9775 COMMERCE CIRCLE, KUTZTOWN, PA, 19530
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $8.9M
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 | 349 | $8.9M | $753,567 | $1.1M |
| 2023 | 349 | $6.4M | $559,303 | $833,241 |
| 2022 | 312 | $4.1M | $89 | $686,741 |
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 |
|---|---|---|---|---|
| KAUFMAN ROSSIN & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KAUFMAN ROSSIN & CO — Auditor
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 | $89,937 | $17,285 | — | — | — |
| 2023 | $60,738 | $11,696 | — | — | — |
| 2022 | $48,847 | — | — | — | — |