# Joni And Friends 401(k) Plan
Source: https://planprovider.pro/companies/joni-and-friends-plan-001

> Joni And Friends's 401(k) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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