Plan Snapshot
- Plan Sponsor: Jrd Maxx Properties
- Sponsor EIN: 133446651
- Sponsor Address: 2 MANHATTANVILLE ROAD, PURCHASE, NY, 10577
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $16.2M
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 | 254 | $16.2M | $229,452 | $1.1M |
| 2023 | 233 | $13.5M | $212,356 | $1.1M |
| 2022 | 215 | $11.0M | $216,753 | $1.1M |
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 |
|---|---|---|---|---|
| RBT CPAS LLP | 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 | $35,016 | $28,221 | — | — | — |
| 2023 | $23,105 | $18,394 | — | — | — |
| 2022 | $28,869 | — | — | — | — |