Plan Snapshot
- Plan Sponsor: Jsb Management Company
- Sponsor EIN: 621407559
- Sponsor Address: PO BOX 4750, SEVIERVILLE, TN, 37864
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,225
- Total Assets: $35.8M
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. |
|---|---|---|---|---|
| 2025 | 1,225 | $35.8M | $0 | $0 |
| 2024 | 989 | $29.7M | $491,597 | $2.7M |
| 2023 | 926 | $24.7M | $436,164 | $2.3M |
| 2022 | 846 | $20.3M | $366,026 | $2.0M |
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 |
|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE | Other Service Provider | $114,457 | — | $114,457 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,457
- Estimated Expense Ratio: 0.320% 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 |
|---|---|---|---|---|---|
| 2025 | $2,435,425 | — | $12,872 | — | — |
| 2024 | $95,461 | — | $5,726 | — | — |
| 2023 | $83,708 | — | $41,018 | — | — |
| 2022 | $85,154 | — | $40,022 | — | $45,132 |