# Jubitz Corporation 401(k) Plan
Source: https://planprovider.pro/companies/jubitz-corporation-401k-plan

> Jubitz Corporation's 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fordham-goodfellow-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|—|—|

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