# Jmbd INC 401(k) Plan
Source: https://planprovider.pro/companies/jmbd-inc-plan

> Jmbd INC&#39;s 401(k) plan: 34 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jmbd INC

- **Sponsor EIN:** 263030657

- **Sponsor Address:** 155 SUNFLOWER LN, BARTLETT, IL, 601032309

- **Plan Type:** 401(k)

- **Total Participants:** 34

- **Total Assets:** $60,575

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|34|$60,575|$0|$23,283|

| 2023|32|$94,564|$0|$36,183|

| 2022|142|$59,683|$0|$35,422|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$8,655|—|$8,655|

| BETHKE CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [BETHKE CPA, LLC](https://planprovider.pro/provider/bethke-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,655

- **Estimated Expense Ratio:** 14.288% 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|$8,760|—|$8,617|—|—|

| 2023|$711|—|$711|—|—|

| 2022|—|—|—|—|—|

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