Plan Snapshot
- Plan Sponsor: Jubitz Corporation
- Sponsor EIN: 930403718
- Sponsor Address: 33 NE MIDDLEFIELD RD, PORTLAND, OR, 97211
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $10.2M
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 | 229 | $10.2M | $313,820 | $879,332 |
| 2023 | 212 | $8.3M | $221,474 | $756,279 |
| 2022 | 161 | $7.6M | $171,710 | $679,539 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $12,496 | — | $12,496 |
| INDEPENDENT RETIREMENT CONSULTING | CONTRACT ADMINISTRATOR | $7,971 | $431 | $8,402 |
| FORDHAM & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORDHAM & CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,898
- Estimated Expense Ratio: 0.205% 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 | $20,467 | — | $20,467 | — | — |
| 2023 | $13,880 | — | $13,880 | — | — |
| 2022 | $10,951 | — | $10,951 | — | — |