Plan Snapshot
- Plan Sponsor: Jf Acquistion, LLC
- Sponsor EIN: 010937618
- Sponsor Address: 100 PERIMETER PARK DRIVE, SUITE H, MORRISVILLE, NC, 27560
- Plan Type: 401(k)
- Total Participants: 1,410
- Total Assets: $67.5M
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 | 1,410 | $67.5M | $3.8M | $6.5M |
| 2023 | 1,260 | $55.4M | $2.0M | $5.4M |
| 2022 | 1,200 | $47.0M | $1.7M | $4.9M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $182,720 | — | $182,720 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEING AND INFORMA | $24,419 | — | $24,419 |
| CLIFTON LARSON ALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISOR
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEING AND INFORMA
- CLIFTON LARSON ALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $207,139
- Estimated Expense Ratio: 0.307% 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 | $375,966 | $182,720 | $174,926 | — | — |
| 2023 | $347,644 | $162,896 | $149,162 | — | — |
| 2022 | $291,357 | $160,491 | $108,956 | — | $21,910 |