Plan Snapshot
- Plan Sponsor: Jsi Acquisition, INC.
- Sponsor EIN: 205940887
- Sponsor Address: 5805 SEPULVEDA BLVD, SHERMAN OAKS, CA, 91411
- Plan Type: 401(k)
- Total Participants: 485
- Total Assets: $6.1M
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 | 485 | $6.1M | $638,108 | $1.2M |
| 2023 | 469 | $3.9M | $459,608 | $965,505 |
| 2022 | 421 | $2.3M | $305,240 | $621,170 |
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 |
|---|---|---|---|---|
| WALTERS & SKLYAR 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 | $9,144 | $84 | — | — | — |
| 2023 | $3,944 | — | — | — | — |
| 2022 | $1,765 | — | — | — | — |