Plan Snapshot
- Plan Sponsor: Jssi Management Enterprises, LLC
- Sponsor EIN: 261868140
- Sponsor Address: 167 N GREEN ST,, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $38.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 269 | $38.0M | $1.4M | $2.7M |
| 2023 | 269 | $31.7M | $1.4M | $2.6M |
| 2022 | 254 | $24.9M | $1.1M | $2.3M |
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 |
|---|---|---|---|---|
| BDO USA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA — Auditor
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 | $44,695 | $5,178 | — | — | — |
| 2023 | $33,724 | $1,597 | — | — | — |
| 2022 | $58,425 | — | — | — | — |