Plan Snapshot
- Plan Sponsor: Jpn Management, INC.
- Sponsor EIN: 200484997
- Sponsor Address: 1982 BELLEMEADE DRIVE, ALTOONA, PA, 16602
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 222 | $3.2M | $98,942 | $191,660 |
| 2023 | 244 | $3.5M | $118,061 | $225,423 |
| 2022 | 244 | $2.7M | $114,265 | $217,572 |
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 |
|---|---|---|---|---|
| YOUNG, OAKES, BROWN & CO., IC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $36,882 | — | — | — | — |
| 2023 | $31,215 | — | — | — | — |
| 2022 | $26,492 | — | — | — | $26,492 |