Plan Snapshot
- Plan Sponsor: Just Energy (U.S.) Corp.
- Sponsor EIN: 980404753
- Sponsor Address: 5251 WESTHEIMER ROAD, SUITE 1000, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 436
- Total Assets: $28.6M
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 | 436 | $28.6M | $1.1M | $2.4M |
| 2023 | 454 | $26.1M | $1.1M | $2.4M |
| 2022 | 471 | $20.6M | $1.1M | $2.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $43,595 | — | $43,595 |
| SMITH & HOWARD | ACCOUNTANT/AUDITOR | $17,500 | — | $17,500 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,536 | — | $8,536 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,631
- Estimated Expense Ratio: 0.243% 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 | $69,631 | $8,536 | — | $17,500 | — |
| 2023 | $85,714 | $6,839 | $300 | $20,000 | — |
| 2022 | $83,153 | $5,409 | — | — | — |