# Jones, Skelton & Hochuli, P.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/jones-skelton-hochuli-p-l-c-401k-plan

> Jones, Skelton & Hochuli, P.L.C.'s 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [EVERS ROBINSON LTD](https://planprovider.pro/provider/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|—|—|

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