Plan Snapshot
- Plan Sponsor: Jst Corporation
- Sponsor EIN: 363115406
- Sponsor Address: 1957 S. LAKESIDE DRIVE, WAUKEGAN, IL, 60085
- Plan Type: 401(k)
- Total Participants: 366
- Total Assets: $41.6M
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. |
|---|---|---|---|---|
| 2024 | 366 | $41.6M | $748,617 | $1.9M |
| 2023 | 270 | $38.3M | $718,263 | $1.8M |
| 2022 | 363 | $32.8M | $725,512 | $1.7M |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL | INVESTMENT ADVISOR | $25,212 | — | $25,212 |
| WELLS FARGO ADVISORS FINANCIAL | INVESTMENT ADVISOR | $24,854 | — | $24,854 |
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $23,645 | — | $23,645 |
| JOHN HANCOCK LIFE INSURANCE CO USA | RECORDKEEPER | $7,988 | — | $7,988 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO USA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,699
- Estimated Expense Ratio: 0.196% 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 | $159,707 | $73,711 | $5,950 | — | — |
| 2023 | $134,325 | $62,014 | $4,725 | — | — |
| 2022 | $125,084 | $58,446 | $62,010 | — | $3,675 |