Plan Snapshot
- Plan Sponsor: Jol Healthcare INC
- Sponsor EIN: 832921797
- Sponsor Address: 2006 S. BAGDAD ROAD, LEANDER, TX, 78641
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $291,355
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 | 142 | $291,355 | $0 | $65,915 |
| 2023 | 34 | $322,068 | $0 | $106,271 |
| 2022 | 40 | $214,944 | $0 | $102,739 |
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 |
|---|---|---|---|---|
| BETHKE CPA,LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETHKE CPA,LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,785 | — | — | — | — |
| 2023 | $2,657 | — | $2,657 | — | — |
| 2022 | $2,043 | — | $2,043 | — | — |