# Junior Achievement, Usa 401(k) Plan
Source: https://planprovider.pro/companies/junior-achievement-usa-841223492-503

> Junior Achievement, Usa's 401(k) plan: 1,155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Junior Achievement, Usa

- **Sponsor EIN:** 841223492

- **Sponsor Address:** 12320 ORACLE BLVD, STE 310, COLORADO SPRINGS, CO, 80921

- **Plan Type:** 401(k)

- **Plan Number:** 503

- **Total Participants:** 1,155

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,155|$9.1M|$11.5M|$310,687|

| 2023|1,388|$7.3M|$10.4M|$370,226|

| 2022|1,295|$6.3M|$8.7M|$325,005|

## 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|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$400,170|—|$400,170|

| PEAK ADVISORY CONSULTING LLC|Other Service Provider|$60,000|—|$60,000|

| MERCER HEALTH & BENEFITS LLC|Investment Advisor|$44,075|—|$44,075|

| CIGNA HEALTH AND LIFE INSUR CO|Recordkeeper|$36,117|—|$36,117|

| FORVIS MAZARS LLP|Auditor|$25,875|—|$25,875|

| COGNIZANT TECHNOLOGY SOLUTIONS|Other Service Provider|$20,035|—|$20,035|

| HUB INTERNATIONAL GREAT PLAINS|Other Service Provider|$16,500|—|$16,500|

| HEALTH ADVOCATE SOLUTIONS INC|Other Service Provider|$6,986|—|$6,986|

| EYEMED VISION CARE|Other Service Provider|$5,286|—|$5,286|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $615,044

- **Estimated Expense Ratio:** 6.723% 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|$702,860|$1,500|$428,068|$23,500|—|

| 2023|$652,363|$1,500|$395,844|$29,250|—|

| 2022|$488,377|$1,125|$440,898|—|$41,933|

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