Plan Snapshot
- Plan Sponsor: Jjf Management Services INC.
- Sponsor EIN: 521044196
- Sponsor Address: 11411 ROCKVILLE PIKE, ROCKVILLE, MD, 20852
- Plan Type: 401(k)
- Total Participants: 1,677
- Total Assets: $65.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,677 | $65.5M | $0 | $5.5M |
| 2023 | 1,657 | $57.6M | $103,402 | $3.7M |
| 2022 | 1,251 | $50.2M | $1.1M | $3.0M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | Other Service Provider | $196,636 | — | $196,636 |
| ONEAMERICA SECURITIES, INC. | Other Service Provider | $41,546 | — | $41,546 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $238,182
- Estimated Expense Ratio: 0.364% 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 | $238,182 | $41,546 | $196,636 | — | — |
| 2023 | $206,696 | $36,569 | $170,127 | — | — |
| 2022 | $221,047 | $37,947 | $183,100 | — | — |