Plan Snapshot
- Plan Sponsor: Jm Family Automotive LLC
- Sponsor EIN: 591390794
- Sponsor Address: 100 JIM MORAN BLVD, DEERFIELD BEACH, FL, 334421702
- Plan Type: DB
- Total Participants: 4,088
- Total Assets: $827.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,088 | $827.5M | $30.0M | $0 |
| 2023 | 3,985 | $738.8M | $30.0M | $0 |
| 2022 | 3,853 | $653.2M | $33.7M | $0 |
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 |
|---|---|---|---|---|
| ACADIAN ASSET MGMT LLC | Other Service Provider | $282,797 | — | $282,797 |
| BOSTON TRUST WALDEN COMPANY | Other Service Provider | $182,202 | — | $182,202 |
| SANDS CAPITAL MANAGEMENT, LLC | Other Service Provider | $152,003 | — | $152,003 |
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $134,740 | — | $134,740 |
| NEW ENGLAND PENSION CONSULANTS | Investment Advisor | $114,716 | — | $114,716 |
| NORTHERN TRUST | Custodian / Trustee | $75,639 | — | $75,639 |
| DODGE & COX | Other Service Provider | $63,931 | — | $63,931 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,006,028
- Estimated Expense Ratio: 0.122% 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 | $1,006,998 | $930,389 | — | — | — |
| 2023 | $1,113,042 | $1,020,411 | — | — | — |
| 2022 | $982,046 | $792,117 | — | — | $240,759 |