Plan Snapshot
- Plan Sponsor: Jtm Foods, LLC
- Sponsor EIN: 274658693
- Sponsor Address: 2126 E 33RD ST, ERIE, PA, 165102554
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $5.9M
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 | 377 | $5.9M | $188,404 | $820,067 |
| 2023 | 233 | $5.3M | $168,511 | $594,725 |
| 2022 | 228 | $4.1M | $155,902 | $519,688 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $29,708 | — | $29,708 |
| CETERA INVESTMENT ADVISORS LLC | ADVISOR | $10,726 | — | $10,726 |
| CHIAMPOU TRAVIS BESAW & KERSHNER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,434
- Estimated Expense Ratio: 0.689% 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 | $41,372 | $11,664 | — | — | — |
| 2023 | $31,253 | $8,761 | — | — | — |
| 2022 | $27,203 | $129 | — | — | — |