# Jtm Foods, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jtm-foods-llc-401k-plan

> Jtm Foods, LLC&#39;s 401(k) plan: 377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|

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