Plan Snapshot
- Plan Sponsor: Jtl Leasing Flp
- Sponsor EIN: 481251304
- Sponsor Address: 901 S 2ND AVE, DODGE CITY, KS, 678015902
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $23.9M
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 | 320 | $23.9M | $471,329 | $1.3M |
| 2023 | 311 | $20.8M | $459,229 | $1.2M |
| 2022 | 316 | $17.8M | $436,171 | $1.2M |
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 INS AGENCY LLC | OTHER SERVICES | — | $27,486 | $27,486 |
| WELLS FARGO CLEARING SERVICES LLC | OTHER SERVICES | — | $23,541 | $23,541 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $13,439 | — | $13,439 |
| ALLEN, GIBBS & HOULIK LC | ACCOUNTANT | $12,555 | — | $12,555 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,021
- 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 | $25,996 | — | $13,440 | $12,556 | — |
| 2023 | $25,566 | — | $25,566 | — | — |
| 2022 | $15,523 | — | $10,523 | — | $5,000 |