# Jonathan Engineered Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jonathan-engineered-solutions-inc-401k-plan

> Jonathan Engineered Solutions, INC.'s 401(k) plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT MANAGEMENT

- [SMITH ELLIOTT KEARNS & COMPANY, LLC](https://planprovider.pro/provider/smith-elliott-kearns-and-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|—|—|—|

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