Plan Snapshot
- Plan Sponsor: Jonathan Engineered Solutions, INC.
- Sponsor EIN: 953112735
- Sponsor Address: 250 COMMERCE, SUITE 100, IRVING, CA, 92602
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $26.3M
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 | 326 | $26.3M | $703,437 | $1.8M |
| 2023 | 315 | $23.5M | $639,824 | $1.5M |
| 2022 | 242 | $14.8M | $454,585 | $1.0M |
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 |
|---|---|---|---|---|
| TIGERS EYE BENEFITS CONSULTING | THIRD PARTY ADMIN | $38,545 | — | $38,545 |
| RBC CAPITAL MARKET | INVESTMENT MANAGEMENT | $36,655 | — | $36,655 |
| THE VANGUARD GROUP | RECORDKEEPER | $26,885 | — | $26,885 |
| SMITH ELLIOTT KEARNS & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKET — INVESTMENT MANAGEMENT
- SMITH ELLIOTT KEARNS & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,085
- Estimated Expense Ratio: 0.388% 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 | $96,581 | — | — | — | — |
| 2023 | $83,548 | $33,814 | — | — | — |
| 2022 | $74,594 | $74,594 | — | — | — |