Plan Snapshot
- Plan Sponsor: Jts Enterprises Of Tampa, Limited
- Sponsor EIN: 591682499
- Sponsor Address: 4908 WEST NASSAU STREET, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 569
- Total Assets: $10.1M
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 | 569 | $10.1M | $175,154 | $444,439 |
| 2023 | 524 | $8.7M | $320,212 | $439,224 |
| 2022 | 569 | $9.5M | $280,467 | $806,851 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $45,397 | $20,121 | — | — | — |
| 2023 | $41,461 | $19,316 | — | — | — |
| 2022 | $44,849 | — | $44,849 | — | — |