Plan Snapshot
- Plan Sponsor: Jti Electrical & Instrumentation, LLC
- Sponsor EIN: 800927449
- Sponsor Address: 3901 FANUCCHI WAY UNIT 201, SHAFTER, CA, 93263
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $7.8M
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 | 324 | $7.8M | $270,441 | $1.0M |
| 2023 | 128 | $5.8M | $466,818 | $777,182 |
| 2022 | 159 | $4.9M | $424,192 | $690,048 |
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 |
|---|---|---|---|---|
| BARNES WEALTH MANAGEMENT GROUP, INC | INVESTMENT ADVISORY - PLA | $32,151 | — | $32,151 |
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $7,094 | — | $7,094 |
| THE AMERICAN AUDITORS GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
- THE AMERICAN AUDITORS GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,245
- Estimated Expense Ratio: 0.506% 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 | $39,245 | $32,151 | — | — | — |
| 2023 | $30,214 | $25,786 | — | — | — |
| 2022 | $37,877 | $22,485 | — | — | — |