# Jetta Operating Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jetta-operating-company-inc-401k-plan

> Jetta Operating Company, INC.'s 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jetta Operating Company, INC.

- **Sponsor EIN:** 752765486

- **Sponsor Address:** 640 TAYLOR STREET, FORT WORTH, TX, 761024919

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

- **Total Participants:** 152

- **Total Assets:** $43.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|152|$43.0M|$1.1M|$1.6M|

| 2023|141|$38.2M|$1.0M|$1.5M|

| 2022|133|$35.2M|$899,303|$1.3M|

## 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|

| CREATIVE PLANNING LLC|CONSULTANT|$28,353|—|$28,353|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$11,695|—|$11,695|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,413|—|$9,413|

| WEAVER AND TIDWELL, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — CONSULTANT

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WEAVER AND TIDWELL, L.L.P.](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:** $49,461

- **Estimated Expense Ratio:** 0.115% 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|$49,431|$9,413|—|—|—|

| 2023|$13,274|$8,641|—|—|—|

| 2022|$18,190|$9,593|—|—|—|

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