# Joint Research And Development, LLC 401(k) Plan
Source: https://planprovider.pro/companies/joint-research-and-development-inc-401k-plan

> Joint Research And Development, LLC's 401(k) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Research And Development, LLC

- **Sponsor EIN:** 421633797

- **Sponsor Address:** 50 TECH PARKWAY, STE. 209, STAFFORD, VA, 22556

- **Plan Type:** 401(k)

- **Total Participants:** 191

- **Total Assets:** $22.7M

## 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|191|$22.7M|$666,280|$1.6M|

| 2023|150|$15.5M|$649,050|$1.5M|

| 2022|158|$12.3M|$609,851|$1.5M|

## 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|

| NATIONWIDE|RECORDKEEPER|$46,040|—|$46,040|

| CARY STREET PARTNERS|FINANCIAL ADVISOR|$18,000|—|$18,000|

| BROWN, EDWARDS & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — RECORDKEEPER

- [CARY STREET PARTNERS](https://planprovider.pro/provider/cary-street-partners) — FINANCIAL ADVISOR

- [BROWN, EDWARDS & COMPANY LLP](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,040

- **Estimated Expense Ratio:** 0.283% 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|$21,734|—|—|—|—|

| 2023|$60,710|—|$33,117|—|—|

| 2022|$54,198|$18,000|$27,807|—|$8,391|

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