Plan Snapshot
- Plan Sponsor: Joink, LLC
- Sponsor EIN: 900123827
- Sponsor Address: PO BOX 3529, TERRE HAUTE, IN, 47807
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 289
- Total Assets: $6.5M
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 | 289 | $6.5M | $0 | $0 |
| 2024 | 248 | $6.2M | $437,867 | $866,655 |
| 2023 | 173 | $3.2M | $268,084 | $554,428 |
| 2022 | 136 | $2.2M | $191,301 | $447,254 |
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 |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Other Service Provider | $25,681 | — | $25,681 |
| TRANSAMERICA FINANCIAL LIFE INS | Other Service Provider | $17,654 | — | $17,654 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,335
- Estimated Expense Ratio: 0.667% 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 | $1,855,474 | — | — | — | — |
| 2024 | $33,805 | — | — | — | — |
| 2023 | $22,514 | — | — | — | — |
| 2022 | $124,312 | — | — | — | — |