Plan Snapshot
- Plan Sponsor: Jonathan Club
- Sponsor EIN: 950884320
- Sponsor Address: 545 S FIGUEROA ST, LOS ANGELES, CA, 900711704
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $18.3M
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 | 246 | $18.3M | $644,390 | $984,270 |
| 2023 | 237 | $16.6M | $578,484 | $862,404 |
| 2022 | 220 | $13.8M | $563,555 | $794,888 |
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 INS CO OF AMERICA | Recordkeeper | $33,631 | — | $33,631 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $10,093 | — | $10,093 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,724
- Estimated Expense Ratio: 0.239% 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 | $41,054 | — | $41,054 | — | — |
| 2023 | $32,383 | — | $32,383 | — | — |
| 2022 | $31,487 | — | $31,487 | — | — |