# Jobot LLC 401(k) Plan
Source: https://planprovider.pro/companies/jobot-llc-401k-plan

> Jobot LLC's 401(k) plan: 754 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [GREEN HASSON JANKS LLP](https://planprovider.pro/provider/green-hasson-and-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|—|—|

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