Plan Snapshot
- Plan Sponsor: Jones, Skelton & Hochuli, P.L.C.
- Sponsor EIN: 860447591
- Sponsor Address: 40 N CENTRAL AVE, STE 2700, PHOENIX, AZ, 85004
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $54.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 148 | $54.3M | $1.3M | $1.7M |
| 2023 | 147 | $48.6M | $1.2M | $1.6M |
| 2022 | 142 | $44.5M | $2.0M | $1.5M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $51,069 | $11,639 | $62,708 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | NONE | $40,027 | — | $40,027 |
| CHARLES SCHWAB BANK | NONE | — | $23,836 | $23,836 |
| EVERS ROBINSON LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CHARLES SCHWAB BANK — NONE
- EVERS ROBINSON LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,571
- Estimated Expense Ratio: 0.233% 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 | $142,101 | — | $142,101 | — | — |
| 2023 | $142,173 | — | $142,173 | — | — |
| 2022 | $148,815 | — | $148,815 | — | — |