# Juut Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/juut-holdings-inc-401k-plan

> Juut Holdings, INC.'s 401(k) plan: 299 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Juut Holdings, INC.

- **Sponsor EIN:** 411975656

- **Sponsor Address:** 1315 HARMON PLACE, MINNEAPOLIS, MN, 55403

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

- **Total Participants:** 299

- **Total Assets:** $25.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|299|$25.3M|$83,481|$1.6M|

| 2023|315|$21.8M|$82,027|$1.5M|

| 2022|298|$17.3M|$75,671|$1.4M|

## 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|

| ONE DIGITAL INVESTMENT ADVISORS|Other Service Provider|$32,500|—|$32,500|

| JOHN HANCOCK LIFE INSURANCE COMPANY|Other Service Provider|$12,738|—|$12,738|

| BARTON WALTER & KRIER P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONE DIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — Other Service Provider

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — Other Service Provider

- [BARTON WALTER & KRIER P.C.](https://planprovider.pro/provider/barton-walter-and-krier-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,238

- **Estimated Expense Ratio:** 0.179% 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|$99,845|$32,500|—|—|—|

| 2023|$85,915|$32,500|—|—|—|

| 2022|$79,854|$32,500|—|—|$9,036|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/juut-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro