Plan Snapshot
- Plan Sponsor: Jupiter Christian School, INC.
- Sponsor EIN: 591109899
- Sponsor Address: 700 S DELAWARE BLVD., JUPITER, FL, 334587568
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $3.3M
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 | 242 | $3.3M | $209,311 | $417,577 |
| 2023 | 214 | $2.7M | $222,709 | $418,294 |
| 2022 | 197 | $1.8M | $144,955 | $322,250 |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — 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 | $35,241 | $1,504 | $11,512 | — | — |
| 2023 | $31,696 | $1,067 | $14,261 | — | — |
| 2022 | $20,998 | — | $20,998 | — | — |