Plan Snapshot
- Plan Sponsor: Jordan & Skala Engineers, INC.
- Sponsor EIN: 581359120
- Sponsor Address: 4275 SHACKLEFORD RD., STE 200, NORCROSS, GA, 30093
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $28.6M
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. |
|---|---|---|---|---|
| 2024 | 274 | $28.6M | -$4 | $2.0M |
| 2023 | 313 | $28.1M | $628,533 | $2.8M |
| 2022 | 333 | $22.5M | $591,396 | $2.7M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | $14,750 | — | $14,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,750
- Estimated Expense Ratio: 0.052% 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 | $124,125 | $73,060 | — | $14,750 | — |
| 2023 | $87,962 | $50,670 | $6,378 | — | — |
| 2022 | $96,264 | $59,296 | — | — | $5,794 |