# Jim Koons Management Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jim-koons-management-company-inc-401k-plan

> Jim Koons Management Company, INC.'s 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jim Koons Management Company, INC.

- **Sponsor EIN:** 521476401

- **Sponsor Address:** 2000 CHAIN BRIDGE ROAD, VIENNA, VA, 22182

- **Plan Type:** 401(k)

- **Total Participants:** 342

- **Total Assets:** $256,949

## 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|342|$256,949|$40,203|$10,822|

| 2023|345|$142.8M|$2.8M|$11.4M|

| 2022|1,673|$122.1M|$2.7M|$10.9M|

## 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|

| CETERA INVESTMENT ADVISORS LLC|ADVISOR|$85,044|—|$85,044|

| BAKER TILLY US, LLP|ACCOUNTANT/AUDITOR|$11,130|—|$11,130|

| BAKER TILLY US, LLP LLP|Auditor|$11,130|—|$11,130|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$9,956|—|$9,956|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — ACCOUNTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $117,260

- **Estimated Expense Ratio:** 45.636% 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|$106,130|$85,039|—|$11,130|—|

| 2023|$225,787|$153,334|—|$26,250|—|

| 2022|$231,798|—|—|—|—|

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