Plan Snapshot
- Plan Sponsor: Jva, INC.
- Sponsor EIN: 840638689
- Sponsor Address: 1319 SPRUCE STREET, BOULDER, CO, 803024850
- Plan Type: DC
- Total Participants: 134
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 134 | $16.7M | $1.0M | $0 |
| 2023 | 137 | $14.7M | $623,880 | $0 |
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 | NA | $63,220 | — | $63,220 |
| CONSTRUCTION ECONOMICS, LLC | NA | $22,100 | — | $22,100 |
| MILLIMAN, INC. | NA | $15,630 | — | $15,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBIN BROWN — NA
- MILLIMAN, INC. — NA
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,950
- Estimated Expense Ratio: 0.604% 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 | $101,520 | — | — | $63,220 | — |
| 2023 | $26,994 | — | — | — | — |