# Jk Moving And Storage, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jk-moving-and-storage-inc-401k-plan

> Jk Moving And Storage, INC.'s 401(k) plan: 604 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [RUBINO & COMPANY, CHARTERED](https://planprovider.pro/provider/rubino-and-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|—|—|—|

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- [Interchange Group, INC.](https://planprovider.pro/companies/interchange-group-inc-401k-plan) — 381 participants

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