Plan Snapshot
- Plan Sponsor: Jsr North America Holdings, INC.
- Sponsor EIN: 832970271
- Sponsor Address: 1280 N MATHILDA AVE, SUNNYVALE, CA, 94089
- Plan Type: 401(k)
- Total Participants: 547
- Total Assets: $115.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 547 | $115.3M | $3.8M | $6.5M |
| 2023 | 406 | $84.1M | $2.7M | $4.9M |
| 2022 | 374 | $68.6M | $2.4M | $4.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $17,028 | — | $17,028 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $7,723 | — | $7,723 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,751
- Estimated Expense Ratio: 0.021% 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 | $23,216 | $17,028 | — | — | — |
| 2023 | $20,435 | $15,522 | — | — | — |
| 2022 | $19,904 | $16,391 | — | — | — |