Plan Snapshot
- Plan Sponsor: Jva, INC.
- Sponsor EIN: 840638689
- Sponsor Address: 1319 SPRUCE STREET, BOULDER, CO, 803024850
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $22.8M
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 | 134 | $22.8M | $368,723 | $1.7M |
| 2023 | 134 | $18.1M | $358,209 | $1.6M |
| 2022 | 134 | $14.2M | $332,834 | $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 |
|---|---|---|---|---|
| RUBIN BROWN | Auditor | — | — | $0 |
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 | $76,483 | $2,690 | — | — | — |
| 2023 | $59,088 | $57,420 | $1,668 | — | — |
| 2022 | $53,021 | — | $53,021 | — | — |