Plan Snapshot
- Plan Sponsor: Jon M. Hall Company, LLC
- Sponsor EIN: 591748765
- Sponsor Address: 1400 MARTIN LUTHER KING JR BLVD, SANFORD, FL, 32771
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $6.8M
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. |
|---|---|---|---|---|
| 2024 | 360 | $6.8M | $216,440 | $590,852 |
| 2023 | 287 | $5.5M | $198,630 | $613,712 |
| 2022 | 325 | $4.2M | $246,505 | $723,475 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $41,865 | — | $41,865 |
| LPL FINANCIAL LLC | BROKER/ADVISER | — | $15,994 | $15,994 |
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — BROKER/ADVISER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,859
- Estimated Expense Ratio: 0.852% 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 | $43,591 | $1,726 | — | — | — |
| 2023 | $35,532 | $1,499 | — | — | — |
| 2022 | $32,483 | — | $32,483 | — | — |