# Jordan &amp; Skala Engineers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jordan-skala-engineers-inc-401k-plan

> Jordan &amp; Skala Engineers, INC.&#39;s 401(k) plan: 274 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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