Plan Snapshot
- Plan Sponsor: Jobot LLC
- Sponsor EIN: 832839454
- Sponsor Address: 3101 W COAST HWY STE 200, NEWPORT BEACH, CA, 926634160
- Plan Type: 401(k)
- Total Participants: 754
- Total Assets: $30.8M
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 | 754 | $30.8M | $1,421 | $5.9M |
| 2023 | 964 | $25.7M | $100 | $7.1M |
| 2022 | 821 | $13.4M | $0 | $5.2M |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $56,830 | — | $56,830 |
| MESIROW | INVESTMENT ADVISORY | $13,758 | — | $13,758 |
| ERISA FIDUCIARY SERVICES, INC. | CONTRACT ADMINISTRATOR | $5,625 | — | $5,625 |
| GREEN HASSON JANKS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- GREEN HASSON JANKS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,213
- Estimated Expense Ratio: 0.247% 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 | $80,355 | $13,758 | $65,737 | — | — |
| 2023 | $70,331 | $8,958 | $54,204 | $6,309 | — |
| 2022 | $34,107 | $3,253 | $30,854 | — | — |