# Jupiter Island Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jupiter-island-holdings-inc-401k-plan

> Jupiter Island Holdings, INC.'s 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jupiter Island Holdings, INC.

- **Sponsor EIN:** 590292210

- **Sponsor Address:** 1 ESTRADA ROAD, HOBE SOUND, FL, 33455

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

- **Total Participants:** 165

- **Total Assets:** $11.9M

## 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|165|$11.9M|$311,941|$597,029|

| 2023|146|$9.8M|$272,193|$524,962|

| 2022|145|$8.6M|$237,394|$463,029|

## 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|

| LPL FINANCIAL CORPORATION|SERVICE PROVIDER|—|$25,239|$25,239|

| MY BENEFITS LLC|TPA|—|$5,235|$5,235|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,474

- **Estimated Expense Ratio:** 0.256% 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|$5,105|$5,105|—|—|—|

| 2023|$5,665|$5,665|—|—|—|

| 2022|$4,625|—|—|—|$4,625|

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