Plan Snapshot
- Plan Sponsor: Jumpcloud, INC.
- Sponsor EIN: 352397218
- Sponsor Address: 361 CENTENNIAL PARKWAY SUITE 300, LOUISVILLE, CO, 80027
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $31.1M
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 | 385 | $31.1M | $1.7M | $5.5M |
| 2023 | 422 | $23.0M | $1.7M | $5.7M |
| 2022 | 552 | $15.8M | $2.0M | $6.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $121,705 | — | $121,705 |
| CREATIVE PLANNING HOLDCO LLC DBA CR | INVESTMENT ADVISOR | $66,673 | — | $66,673 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,378
- Estimated Expense Ratio: 0.606% 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 | $188,378 | $66,673 | — | — | — |
| 2023 | $153,247 | $80,889 | — | — | — |
| 2022 | $88,066 | — | $88,066 | — | — |