Plan Snapshot
- Plan Sponsor: Jungle Jim'S Market, INC.
- Sponsor EIN: 310955124
- Sponsor Address: 5440 DIXIE HIGHWAY, FAIRFIELD, OH, 45014
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 438 | $7.8M | $103,487 | $620,217 |
| 2023 | 421 | $6.8M | $101,180 | $587,161 |
| 2022 | 404 | $5.6M | $93,458 | $541,909 |
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 |
|---|---|---|---|---|
| 9258 WEALTH MANAGEMENT, LLC | NONE | $15,412 | — | $15,412 |
| VEID & VEID CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VEID & VEID CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,412
- Estimated Expense Ratio: 0.196% 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 | $49,958 | $20,220 | $26,738 | — | — |
| 2023 | $42,531 | $16,691 | $23,665 | — | — |
| 2022 | $42,309 | $15,985 | $23,749 | — | $2,575 |