# Jones/Covey Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jones-covey-group-inc-401k-plan

> Jones/Covey Group, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

| MAURER, GRAF & RIVERIA|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|

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