Plan Snapshot
- Plan Sponsor: Jo-Ann Stores, LLC
- Sponsor EIN: 340720629
- Sponsor Address: 5555 DARROW RD, HUDSON, OH, 44236
- Plan Type: 401(k)
- Total Participants: 19,186
- Total Assets: $182.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 19,186 | $182.5M | $1.1M | $7.4M |
| 2023 | 19,589 | $182.7M | $2.9M | $8.9M |
| 2022 | 20,860 | $166.5M | $2.9M | $9.2M |
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 |
|---|---|---|---|---|
| BOBER, MARKEY, FEDOROVICH & COMPANY | Auditor | $19,000 | — | $19,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER, MARKEY, FEDOROVICH & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,000
- Estimated Expense Ratio: 0.010% 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 | $243,654 | — | — | $19,000 | — |
| 2023 | $192,931 | — | — | — | — |
| 2022 | $200,834 | — | — | — | — |