Plan Snapshot
- Plan Sponsor: Jhl Constructors LLC
- Sponsor EIN: 934407100
- Sponsor Address: 9100 E. PANORAMA DRIVE SUITE 300, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $19.5M
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 | 248 | $19.5M | $1.1M | $1.9M |
| 2023 | 219 | $16.0M | $1.1M | $1.8M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $48,286 | — | $48,286 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $46,844 | — | $46,844 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $26,889 | — | $26,889 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,019
- Estimated Expense Ratio: 0.627% 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 | $121,444 | $95,130 | — | — | — |
| 2023 | $41,413 | $25,848 | — | — | — |