# Jsm & Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jsm-associates-llc-261660700-001

> Jsm & Associates, LLC's 401(k) plan: 408 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Jsm & Associates, LLC

- **Sponsor EIN:** 261660700

- **Sponsor Address:** 1321 APOPKA AIRPORT ROAD, APOPKA, FL, 32712

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 408

- **Total Assets:** $5.8M

## 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|408|$5.8M|$0|$0|

| 2024|309|$4.3M|$338,674|$556,294|

| 2023|302|$3.2M|$225,283|$373,321|

| 2022|194|$2.5M|$197,149|$339,619|

## 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|

| ASCENSUS LLC|Other Service Provider|$27,565|—|$27,565|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,565

- **Estimated Expense Ratio:** 0.474% 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|$340,062|$37|$27,565|—|—|

| 2024|$268,872|—|—|—|—|

| 2023|$496,424|—|—|—|—|

| 2022|$20,584|$178|$20,406|—|—|

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