# Jlm And Co LLP DC Plan
Source: https://planprovider.pro/companies/jose-luis-mendoza-and-co-llp-plan

> Jlm And Co LLP's DC plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jlm And Co LLP

- **Sponsor EIN:** 660479116

- **Sponsor Address:** PO BOX 190476, SAN JUAN, PR, 00919

- **Plan Type:** DC

- **Total Participants:** 20

- **Total Assets:** $1.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|20|$1.6M|$78,901|$37,141|

| 2023|15|$1.4M|$35,971|$79,491|

| 2022|20|$1.2M|$34,614|$77,626|

## 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|Recordkeeper|$7,159|—|$7,159|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,159

- **Estimated Expense Ratio:** 0.460% 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|$68,231|—|$8,901|—|—|

| 2023|$62,521|—|$7,815|—|—|

| 2022|$70,142|—|—|—|—|

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