Plan Snapshot
- Plan Sponsor: Jmj Home Healthcare, LLP
- Sponsor EIN: 472586175
- Sponsor Address: 408 EMERALD TRAIL WAY, HORIZON CITY, TX, 79928
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 660
- Total Assets: $221,989
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 | 660 | $221,989 | $0 | $125,209 |
| 2023 | 549 | $108,067 | $0 | $106,124 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $16,797 | — | $16,797 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,797
- Estimated Expense Ratio: 7.567% 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 | $17,290 | $493 | $16,797 | — | — |
| 2023 | $13,476 | — | — | — | — |