Plan Snapshot
- Plan Sponsor: Jollibee Foods Corporation (Usa)
- Sponsor EIN: 880510198
- Sponsor Address: 3900 E MEXICO AVE, SUITE 1300, DENVER, CO, 80210
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5,937
- Total Assets: $69.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 5,937 | $69.4M | $0 | $0 |
| 2024 | 5,913 | $56.6M | $2.6M | $5.7M |
| 2023 | 5,381 | $44.1M | $2.4M | $5.2M |
| 2022 | 4,934 | $34.7M | $2.3M | $4.9M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | Other Service Provider | $177,928 | — | $177,928 |
| CREATIVE PLANNING LLC | Other Service Provider | $38,855 | — | $38,855 |
| PLANTE & MORAN, PLLC | Other Service Provider | $7,200 | — | $7,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $223,983
- Estimated Expense Ratio: 0.323% 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 | $6,355,522 | $39,516 | $177,268 | $7,200 | — |
| 2024 | $217,057 | $38,725 | $178,332 | — | — |
| 2023 | $203,189 | $44,974 | $158,215 | — | — |
| 2022 | $193,759 | $32,048 | $136,930 | — | $24,781 |