# Jetson Specialty Marketing Servi 401(k) Plan
Source: https://planprovider.pro/companies/jetson-specialty-marketing-servi-401k-plan

> Jetson Specialty Marketing Servi's 401(k) plan: 349 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ADP, INC.|RECORD KEEPER|$145,303|—|$145,303|

| TRUIST ADVISORY SERVICES, INC.|INVESTMENT/FINANCIAL ADVI|$34,569|—|$34,569|

| KAUFMAN ROSSIN & CO|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [KAUFMAN ROSSIN & CO](https://planprovider.pro/provider/kaufman-rossin-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $179,872

- **Estimated Expense Ratio:** 2.010% 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|$89,937|$17,285|—|—|—|

| 2023|$60,738|$11,696|—|—|—|

| 2022|$48,847|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jetson-specialty-marketing-servi-401k-plan)

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