Plan Snapshot
- Plan Sponsor: Jones Street Residential, INC.
- Sponsor EIN: 822365391
- Sponsor Address: 100 FEDERAL ST., BOSTON, MA, 02110
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 166 | $5.0M | $390,266 | $793,201 |
| 2023 | 150 | $3.4M | $295,177 | $634,785 |
| 2022 | 125 | $2.2M | $241,504 | $478,145 |
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 |
|---|---|---|---|---|
| LPL HOLDINGS, INC. | Other Service Provider | $9,797 | — | $9,797 |
| STANCE CAPITAL, LLC | Other Service Provider | $9,505 | — | $9,505 |
| EPIC RETIREMENT PLAN SERVICES | Recordkeeper | $8,913 | — | $8,913 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,215
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 |
|---|---|---|---|---|---|
| 2025 | $189,794 | $15,150 | — | $15,450 | — |
| 2024 | $28,215 | $19,302 | — | — | — |
| 2023 | $22,199 | $12,437 | — | — | — |
| 2022 | $203,126 | — | — | — | — |