Plan Snapshot
- Plan Sponsor: Jk Moving And Storage, INC.
- Sponsor EIN: 541289302
- Sponsor Address: 44112 MERCURE CIRCLE, STERLING, VA, 201662017
- Plan Type: 401(k)
- Total Participants: 604
- Total Assets: $51.1M
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 | 604 | $51.1M | $1.1M | $2.3M |
| 2023 | 623 | $46.9M | $1.1M | $2.2M |
| 2022 | 692 | $39.7M | $1.5M | $2.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $80,090 | — | $80,090 |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $55,468 | — | $55,468 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,037 | — | $8,037 |
| RUBINO & COMPANY, CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- RUBINO & COMPANY, CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,595
- Estimated Expense Ratio: 0.281% 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 | $143,595 | $63,505 | — | — | — |
| 2023 | $145,380 | $59,281 | — | — | — |
| 2022 | $141,845 | $6,780 | — | — | — |