Plan Snapshot
- Plan Sponsor: John J Jerue Truck Broker, INC.
- Sponsor EIN: 591858040
- Sponsor Address: PO BOX 33080, LAKELAND, FL, 33807
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 183
- Total Assets: $29.8M
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. |
|---|---|---|---|---|
| 2025 | 183 | $29.8M | $0 | $0 |
| 2024 | 170 | $25.2M | $1.1M | $1.2M |
| 2023 | 198 | $21.7M | $1.2M | $1.3M |
| 2022 | 196 | $17.8M | $1.2M | $1.3M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | Investment Advisor | $72,106 | — | $72,106 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $15,962 | — | $15,962 |
| RETIREMENT SOLUTIONS SPECIALISTS | Recordkeeper | $10,529 | — | $10,529 |
| JOHN J JERUE TRUCK BROKER INC | Other Service Provider | $9,786 | — | $9,786 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,383
- Estimated Expense Ratio: 0.363% 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 |
|---|---|---|---|---|---|
| 2025 | $991,136 | $72,106 | $109,345 | $9,786 | — |
| 2024 | $153,273 | $62,900 | $90,373 | — | — |
| 2023 | $129,766 | $42,262 | — | — | — |
| 2022 | $125,140 | $103,165 | $17,609 | — | $4,366 |