Plan Snapshot
- Plan Sponsor: Jpi Employment Services, LLC
- Sponsor EIN: 270512887
- Sponsor Address: 9001 CYPRESS WATERS BLVD, DALLAS, TX, 75019
- Plan Type: 401(k)
- Total Participants: 334
- Total Assets: $28.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 334 | $28.0M | $2.3M | $3.5M |
| 2023 | 283 | $21.1M | $1.9M | $3.0M |
| 2022 | 239 | $16.1M | $1.3M | $2.3M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $32,531 | — | $32,531 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $32,518 | — | $32,518 |
| USI ADVISORS, INC | ADVISOR | $10,629 | — | $10,629 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,839 | — | $6,839 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,517
- Estimated Expense Ratio: 0.295% 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 | $82,517 | $39,370 | $300 | — | — |
| 2023 | $68,857 | $41,907 | — | — | — |
| 2022 | $43,066 | $334 | — | — | — |