Plan Snapshot
- Plan Sponsor: Jillamy, INC
- Sponsor EIN: 752979513
- Sponsor Address: 160 NEW BRITAIN BLVD, CHALFONT, PA, 18914
- Plan Type: 401(k)
- Total Participants: 395
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 395 | $13.6M | $698,404 | $1.4M |
| 2023 | 444 | $16.4M | $752,528 | $1.6M |
| 2022 | 409 | $12.4M | $753,082 | $1.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $93,306 | — | $93,306 | — | — |
| 2023 | $73,206 | — | $73,206 | — | — |
| 2022 | $50,795 | — | — | — | $50,795 |