# Jill Acquisition LLC 401(k) Plan
Source: https://planprovider.pro/companies/jill-acquisition-llc-1-401k-plan

> Jill Acquisition LLC's 401(k) plan: 1,832 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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