Plan Snapshot
- Plan Sponsor: Jsl Technologies INC
- Sponsor EIN: 263102603
- Sponsor Address: 1701 PACIFIC AVE STE 270, OXNARD, CA, 93033
- Plan Type: DC
- Total Participants: 193
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 193 | $10.5M | $281,933 | $749,771 |
| 2023 | 216 | $10.1M | $295,285 | $786,495 |
| 2022 | 270 | $9.3M | $409,670 | $1.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $40,178 | — | $40,178 |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | INVESTMENT ADVISORY | — | $19,681 | $19,681 |
| MITCHELL & ASSOCIATES, APC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,859
- Estimated Expense Ratio: 0.572% 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 | $40,179 | — | $40,179 | — | — |
| 2023 | $39,399 | — | $39,399 | — | — |
| 2022 | $37,433 | — | $37,433 | — | — |