Plan Snapshot
- Plan Sponsor: Jumpstart For Young Children INC
- Sponsor EIN: 043262046
- Sponsor Address: 308 CONGRESS STREET 6TH FLOOR, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 67
- 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 | 67 | $7.5M | $224,276 | $458,086 |
| 2023 | 112 | $7.5M | $310,960 | $612,959 |
| 2022 | 115 | $5.9M | $254,881 | $513,372 |
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 |
|---|---|---|---|---|
| AAFCPAS INC | Auditor | — | — | $0 |
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 | $31,741 | $27,897 | — | — | — |
| 2023 | $20,819 | $19,444 | — | — | — |
| 2022 | $19,481 | — | — | — | — |