Plan Snapshot
- Plan Sponsor: Jeunesse, LLC
- Sponsor EIN: 270724014
- Sponsor Address: 650 DOUGLAS AVENUE SUITE 1040, ALMONTE SPRINGS, FL, 32714
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $6.8M
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 | 10 | $6.8M | $71,251 | $274,535 |
| 2023 | 71 | $7.3M | $269,857 | $482,662 |
| 2022 | 164 | $8.1M | $401,302 | $932,749 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | INVESTMENT ADVISOR | $56,907 | — | $56,907 |
| JPMORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $17,581 | — | $17,581 |
| DSR CPA AND CONSULTANTS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — INVESTMENT ADVISOR
- DSR CPA AND CONSULTANTS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,488
- Estimated Expense Ratio: 1.088% 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 | $74,488 | $56,907 | — | — | — |
| 2023 | $62,264 | $45,483 | — | — | — |
| 2022 | $42,057 | — | — | — | — |