# Jtc Usa Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jtc-usa-holdings-inc-401k-plan

> Jtc Usa Holdings, INC.'s 401(k) plan: 374 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jtc Usa Holdings, INC.

- **Sponsor EIN:** 850802397

- **Sponsor Address:** 99 ALMADEN BOULEVARD SUITE 875, SAN JOSE, CA, 95113

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

- **Total Participants:** 374

- **Total Assets:** $24.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|374|$24.3M|$1.9M|$3.4M|

| 2023|306|$17.9M|$1.3M|$2.3M|

| 2022|148|$6.2M|$595,580|$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|

| GLOBAL RETIREMENT PARTNERS, LLC|Other Service Provider|$46,811|—|$46,811|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$31,416|—|$31,416|

| SUTTON FROST CARY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Other Service Provider

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [SUTTON FROST CARY](https://planprovider.pro/provider/sutton-frost-cary-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,227

- **Estimated Expense Ratio:** 0.322% 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|$83,077|—|$78,228|—|—|

| 2023|$32,432|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jtc-usa-holdings-inc-401k-plan)

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