# Jot Management LLC D/B/A Sycamore Medical Management 401(k) Plan
Source: https://planprovider.pro/companies/jot-management-llc-d-b-a-sycamore-medical-management-401k-plan

> Jot Management LLC D/B/A Sycamore Medical Management's 401(k) plan: 355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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