Plan Snapshot
- Plan Sponsor: Jordano'S, INC.
- Sponsor EIN: 951519497
- Sponsor Address: 550 SOUTH PATTERSON AVENUE, SANTA BARBARA, CA, 93111
- Plan Type: 401(k)
- Total Participants: 532
- Total Assets: $90.3M
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 | 532 | $90.3M | $2.3M | $3.4M |
| 2023 | 528 | $85.5M | $2.2M | $3.3M |
| 2022 | 495 | $73.7M | $2.0M | $3.1M |
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 |
|---|---|---|---|---|
| GREEN HASSON JANKS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREEN HASSON JANKS 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 | $37,700 | $70,138 | — | — | — |
| 2023 | $39,729 | $61,685 | $1,200 | — | — |
| 2022 | $35,850 | $46,348 | — | — | — |