Plan Snapshot
- Plan Sponsor: Jottan, INC.
- Sponsor EIN: 222768915
- Sponsor Address: 1 UNDERWOOD COURT, DELRAN, NJ, 08075
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 80 | $12.1M | $806,754 | $167,209 |
| 2023 | 85 | $11.3M | $668,696 | $177,992 |
| 2022 | 104 | $9.8M | $895,638 | $140,165 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | Investment Advisor | $33,157 | — | $33,157 |
| TORRILLO & ASSOCIATES LLC | Auditor | $20,607 | — | $20,607 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $15,308 | — | $15,308 |
| DUNBAR, BENDER AND ZAPF, INC. | Recordkeeper | $11,650 | — | $11,650 |
| TAG RESOURCES, LLC | Recordkeeper | $11,055 | — | $11,055 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES LLC — Auditor
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- DUNBAR, BENDER AND ZAPF, INC. — Recordkeeper
- TAG RESOURCES, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,777
- Estimated Expense Ratio: 0.759% 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 | $91,777 | $33,157 | — | — | — |
| 2023 | $84,667 | $29,346 | — | — | — |
| 2022 | $75,363 | $29,374 | $31,049 | — | $14,940 |