Plan Snapshot
- Plan Sponsor: Jje Capital Holdings, LLC
- Sponsor EIN: 823094078
- Sponsor Address: 3850 FERNANDINA ROAD, COLUMBIA, SC, 29210
- Plan Type: 401(k)
- Total Participants: 1,711
- Total Assets: $23.3M
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 | 1,711 | $23.3M | $2.6M | $3.4M |
| 2022 | 1,240 | $9.7M | $1.7M | $2.3M |
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 | Recordkeeper | $52,710 | — | $52,710 |
| FIRST CITIZENS BANK AND TRUST COMPA | Investment Advisor | $29,463 | — | $29,463 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,173
- Estimated Expense Ratio: 0.352% 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 | $84,509 | $31,799 | — | — | — |
| 2022 | $74,841 | — | $74,841 | — | — |