Plan Snapshot
- Plan Sponsor: Jill Acquisition LLC
- Sponsor EIN: 270324650
- Sponsor Address: 4 BATTERYMARCH PARK, QUINCY, MA, 02169
- Plan Type: 401(k)
- Total Participants: 1,832
- Total Assets: $82.9M
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 | 1,832 | $82.9M | $2.0M | $6.0M |
| 2023 | 814 | $71.4M | $1.7M | $5.1M |
| 2022 | 1,580 | $59.0M | $1.2M | $4.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $53,525 | — | $53,525 |
| GLOBAL RETIREMENT PARTNERS LLC | NONE | $38,026 | — | $38,026 |
| CBIZ OPERATIONS INC DBA CBIZ MHM LL | NONE | $15,000 | — | $15,000 |
| CBIZ CPAS P.C. | Auditor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,551
- Estimated Expense Ratio: 0.147% 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 | $169,680 | $41,470 | — | $15,000 | — |
| 2023 | $154,577 | $32,623 | — | — | — |
| 2022 | $146,188 | $99,421 | $12,312 | — | $18,180 |