Plan Snapshot
- Plan Sponsor: Jms Senior Living
- Sponsor EIN: 475385213
- Sponsor Address: 3225 EMERALD LN, JEFFERSON CITY, MO, 65109
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 75 | $1.1M | $36,289 | $131,632 |
| 2022 | 184 | $986,246 | $65,318 | $183,285 |
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 |
|---|---|---|---|---|
| ALERUS RETIREMENT SOLUTIONS | NONE | $13,124 | — | $13,124 |
| WILLIAMS-KEEPERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS-KEEPERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,124
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 | $10,865 | — | — | — | — |
| 2023 | $6,562 | $368 | — | — | — |
| 2022 | $3,131 | $3,131 | — | — | — |