# Jf Acquistion, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jf-acquistion-llc-401k-plan

> Jf Acquistion, LLC's 401(k) plan: 1,410 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEING AND INFORMA

- [CLIFTON LARSON ALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|

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