Plan Snapshot
- Plan Sponsor: Joni And Friends
- Sponsor EIN: 953402002
- Sponsor Address: 30009 LADYFACE COURT, AGOURA HILLS, CA, 91301
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $6.0M
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 | 236 | $6.0M | $506,063 | $903,235 |
| 2023 | 223 | $4.1M | $495,926 | $842,203 |
| 2022 | 203 | $2.1M | $420,677 | $766,391 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $25,793 | — | $25,793 | — | — |
| 2023 | $16,117 | — | $16,117 | — | — |
| 2022 | $5,528 | — | $5,528 | — | — |