# Jonestrading Institutional Services LLC DC Plan
Source: https://planprovider.pro/companies/jonestrading-institutional-services-llc-plan-006

> Jonestrading Institutional Services LLC's DC plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jonestrading Institutional Services LLC

- **Sponsor EIN:** 510484896

- **Sponsor Address:** 555 ST. CHARLES DRIVE SUITE #200, THOUSAND OAKS, CA, 91360

- **Plan Type:** DC

- **Total Participants:** 175

- **Total Assets:** $107.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|175|$107.2M|$1.3M|$2.4M|

| 2023|164|$93.7M|$1.1M|$2.3M|

| 2022|170|$80.0M|$1.1M|$2.2M|

## 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|

| JLK PARTNERS LLP|NONE|$16,000|—|$16,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JLK PARTNERS LLP](https://planprovider.pro/provider/jlk-rosenberger-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 0.015% 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|$18,760|—|$319|$16,000|—|

| 2023|$18,514|—|$2,969|$15,500|—|

| 2022|$17,258|—|$2,698|—|$14,500|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jonestrading-institutional-services-llc-plan-006)

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