Plan Snapshot
- Plan Sponsor: Jrm Construction Management, LLC
- Sponsor EIN: 208783504
- Sponsor Address: 111 WEST 33RD STREET, 4TH FLOOR, NEW YORK, NY, 10120
- Plan Type: 401(k)
- Total Participants: 661
- Total Assets: $53.6M
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 | 661 | $53.6M | $846,448 | $5.9M |
| 2023 | 532 | $44.1M | $667,487 | $4.7M |
| 2022 | 449 | $32.2M | $539,083 | $4.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $47,927 | — | $47,927 |
| MML INVESTOR SERVICES LLC | ADVISOR | $43,161 | — | $43,161 |
| ASSOCIATED PENSION CONSULTANTS INC | THIRD PARTY ADMINISTRATOR | — | $5,012 | $5,012 |
| GRASSI & CO., CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GRASSI & CO., CPAS P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,100
- Estimated Expense Ratio: 0.179% 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 | $91,709 | $43,512 | — | — | — |
| 2023 | $7,345 | — | $4,930 | — | — |
| 2022 | $7,994 | — | $1,610 | — | — |