# Jordan Foster Construction, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jordan-foster-construction-llc-401k-plan

> Jordan Foster Construction, LLC&#39;s 401(k) plan: 851 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jordan Foster Construction, LLC

- **Sponsor EIN:** 463238843

- **Sponsor Address:** 7700 CF JORDAN DR., EL PASO, TX, 799128802

- **Plan Type:** 401(k)

- **Total Participants:** 851

- **Total Assets:** $35.0M

## 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.|

| 2024|851|$35.0M|$1.6M|$2.7M|

| 2023|683|$29.8M|$957,593|$1.9M|

| 2022|641|$26.6M|$897,778|$1.7M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$21,536|—|$21,536|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$9,887|—|$9,887|

| LAUTERBACH, BORSCHOW & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,423

- **Estimated Expense Ratio:** 0.090% 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|$31,423|$21,536|—|—|—|

| 2023|$23,736|$16,836|—|—|—|

| 2022|$23,296|$12,497|—|—|—|

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