Plan Snapshot
- Plan Sponsor: Jitasa, INC.
- Sponsor EIN: 262176601
- Sponsor Address: 9450 SW GEMINI DR PMB 81835, BEAVERTON, OR, 97008
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $6.3M
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 | 123 | $6.3M | $222,490 | $784,206 |
| 2023 | 121 | $4.4M | $184,005 | $620,037 |
| 2022 | 117 | $3.0M | $197,676 | $545,089 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | Other Service Provider | $12,675 | — | $12,675 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $7,634 | — | $7,634 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,309
- Estimated Expense Ratio: 0.323% 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 | $20,309 | $12,675 | $7,634 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |