Plan Snapshot
- Plan Sponsor: Jones/Covey Group, INC.
- Sponsor EIN: 330972369
- Sponsor Address: 9595 LUCAS RANCH ROAD, RANCHO CUCAMONGA, CA, 91730
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $66,715 | $0 |
| 2023 | 191 | $3.9M | $0 | $724,430 |
| 2022 | 177 | $3.4M | $72,253 | $751,804 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP INC. | Recordkeeper | $31,436 | — | $31,436 |
| JOHN HANCOCK USA | Recordkeeper | $25,996 | — | $25,996 |
| CREATIVE PLANNING | Investment Advisor | $12,916 | — | $12,916 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — Recordkeeper
- CREATIVE PLANNING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,348
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 | $16,868 | $109 | $278 | — | — |
| 2023 | $35,174 | $6,458 | $5,063 | — | — |
| 2022 | $31,349 | — | $29,144 | — | $2,205 |