Plan Snapshot
- Plan Sponsor: Jumpstartmd, INC.
- Sponsor EIN: 452779601
- Sponsor Address: 595 PRICE AVENUE, 2ND FLOOR, REDWOOD CITY, CA, 94064
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $6.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 97 | $6.3M | $140,288 | $394,740 |
| 2023 | 93 | $5.5M | $125,437 | $358,631 |
| 2022 | 70 | $4.2M | $144,024 | $344,213 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $6,174 | — | $6,174 | — | — |
| 2023 | $4,918 | — | $4,918 | — | — |
| 2022 | $6,509 | — | $6,509 | — | — |