Plan Snapshot
- Plan Sponsor: Jme INC
- Sponsor EIN: 954536494
- Sponsor Address: 527 PARK AVE, SAN FERNANDO, CA, 913402557
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 82 | $6.2M | $0 | $263,841 |
| 2023 | 81 | $5.5M | $0 | $233,336 |
| 2022 | 125 | $4.8M | $0 | $183,918 |
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 |
|---|---|---|---|---|
| STERLING ACCOUNTING & TAX SERVICES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,190 | $17,845 | $11,485 | — | — |
| 2023 | $26,601 | $15,330 | $10,411 | — | — |
| 2022 | — | — | — | — | — |