# Jrm Construction Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jrm-construction-management-401k-plan

> Jrm Construction Management, LLC's 401(k) plan: 661 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GRASSI & CO., CPAS P.C.](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — 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|—|—|

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