Plan Snapshot
- Plan Sponsor: Juice Pharma Worldwide, LLC
- Sponsor EIN: 753085102
- Sponsor Address: 132 WEST 31ST STREET, 14TH FLOOR, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $16.3M | $22,045 | $54,080 |
| 2023 | 36 | $17.8M | $142,504 | $338,697 |
| 2022 | 38 | $16.6M | $216,827 | $427,724 |
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 |
|---|---|---|---|---|
| CBIZ IINC | Auditor | $50,479 | — | $50,479 |
| OSAIC WEALTH, INC | Investment Advisor | $43,216 | — | $43,216 |
| THE BENEFIT PRACTICE | Other Service Provider | $20,649 | — | $20,649 |
| EMPOWER LIFE & ANNUITY INSURANCE | Recordkeeper | $12,887 | — | $12,887 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | Other Service Provider | $8,644 | — | $8,644 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,875
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 |
|---|---|---|---|---|---|
| 2025 | $54,384 | — | $54,384 | — | — |
| 2024 | $141,180 | — | $141,180 | — | — |
| 2023 | $78,603 | — | $78,603 | — | — |
| 2022 | $88,243 | — | $88,243 | — | — |