Plan Snapshot
- Plan Sponsor: Jonti-Craft, INC.
- Sponsor EIN: 411363704
- Sponsor Address: 171 HWY 68 PO BOX 30, WABASSO, MN, 562930030
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 152
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 152 | $11.5M | $0 | $0 |
| 2024 | 163 | $9.8M | $182,354 | $361,752 |
| 2023 | 183 | $8.5M | $72,218 | $363,911 |
| 2022 | 92 | $7.4M | $68,195 | $337,322 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $26,635 | — | $26,635 |
| KESTRA ADVISORY SERVICES LLC | Investment Advisor | $25,566 | — | $25,566 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,201
- Estimated Expense Ratio: 0.456% 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 |
|---|---|---|---|---|---|
| 2025 | $451,570 | $25,566 | — | — | — |
| 2024 | $53,751 | $29,088 | — | — | — |
| 2023 | $48,018 | $27,647 | — | — | — |
| 2022 | $52,353 | $28,401 | $23,952 | — | — |