Plan Snapshot
- Plan Sponsor: Jot Management LLC D/B/A Sycamore Medical Management
- Sponsor EIN: 222052641
- Sponsor Address: 535 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $30.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 355 | $30.4M | $2.0M | $1.6M |
| 2023 | 295 | $22.3M | $1.6M | $1.3M |
| 2022 | 173 | $15.4M | $1.1M | $896,550 |
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 |
|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE CO | INVESTMENTS, RECORDKEEP | $68,543 | $1,907 | $70,450 |
| THE WATERFORD GROUP, LLC | INVESTMENTS | $48,893 | — | $48,893 |
| COWAN, GUNTESKI & CO., CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,343
- Estimated Expense Ratio: 0.393% 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 | $65,549 | $49,669 | $15,880 | — | — |
| 2023 | $77,994 | $76,154 | $1,840 | — | — |
| 2022 | $95,123 | $82,943 | — | — | $12,180 |