Plan Snapshot
- Plan Sponsor: Juul Labs, INC.
- Sponsor EIN: 870798194
- Sponsor Address: 1000 F ST NW 8TH FLOOR, WASHINGTON, DC, 20004
- Plan Type: 401(k)
- Total Participants: 640
- Total Assets: $149.6M
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 | 640 | $149.6M | $3.6M | $9.1M |
| 2023 | 592 | $129.2M | $4.1M | $10.9M |
| 2022 | 1,020 | $110.8M | $6.5M | $15.0M |
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 |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM LLP — 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 | $55,247 | $44,628 | — | — | — |
| 2023 | $61,083 | $47,852 | $600 | — | — |
| 2022 | $53,146 | $43,224 | — | — | — |