# Just Energy (U.S.) Corp. 401(k) Plan
Source: https://planprovider.pro/companies/just-energy-u-s-corp-401k-plan

> Just Energy (U.S.) Corp.'s 401(k) plan: 436 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/just-energy-u-s-corp-401k-plan)

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