Plan Snapshot
- Plan Sponsor: Jts Financial Services, LLC
- Sponsor EIN: 203385906
- Sponsor Address: 1616 BROOKWOOD DRIVE, LITTLE ROCK, AR, 72202
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $7.5M
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 | 146 | $7.5M | $317,896 | $561,160 |
| 2023 | 102 | $6.0M | $273,264 | $523,080 |
| 2022 | 101 | $4.6M | $245,946 | $442,640 |
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 |
|---|---|---|---|---|
| LANDMARK PLC, CERTIFIED PUBLIC ACCO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANDMARK PLC, CERTIFIED PUBLIC ACCO — Auditor
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 | $56,825 | $28,801 | $1,200 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $40,747 | $19,927 | $20,820 | — | — |