Plan Snapshot
- Plan Sponsor: Jpi Development Group, INC.
- Sponsor EIN: 912056452
- Sponsor Address: 41205 GOLDEN GATE CIR, MURRIETA, CA, 925626991
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $10.6M
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 | 121 | $10.6M | $1.1M | $158,070 |
| 2023 | 89 | $9.7M | $633,805 | $125,549 |
| 2022 | 182 | $8.4M | $824,901 | $179,273 |
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 |
|---|---|---|---|---|
| GYL LLP | Auditor | $17,000 | — | $17,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GYL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,000
- Estimated Expense Ratio: 0.160% 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 | $17,000 | — | — | $17,000 | — |
| 2023 | $17,000 | — | — | $17,000 | — |
| 2022 | — | — | — | — | — |