Plan Snapshot
- Plan Sponsor: Jteam Emp LLC
- Sponsor EIN: 813831307
- Sponsor Address: 3650 JUNCTION BLVD, RALEIGH, NC, 276033635
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $3.2M
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 | 165 | $3.2M | $62,286 | $442,669 |
| 2023 | 153 | $2.7M | $64,637 | $454,471 |
| 2022 | 143 | $2.0M | $68,485 | $454,222 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $16,223 | $8,290 | $7,073 | — | — |
| 2023 | $12,666 | $7,150 | $4,656 | — | — |
| 2022 | $10,446 | $6,167 | $4,279 | — | — |