Plan Snapshot
- Plan Sponsor: Jx Enterprises, INC.
- Sponsor EIN: 391157251
- Sponsor Address: 925 WALNUT RIDGE DRIVE, HARTLAND, WI, 53029
- Plan Type: 401(k)
- Total Participants: 1,071
- Total Assets: $91.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,071 | $91.8M | $2.6M | $6.3M |
| 2023 | 1,112 | $78.7M | $2.4M | $6.3M |
| 2022 | 1,109 | $62.2M | $2.3M | $5.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $96,850 | — | $96,850 |
| UBS FINANCIAL SERVICES INC | ADVISOR | $67,983 | — | $67,983 |
| CLIFTONLARSONALLEN LLC | AUDITOR | $17,975 | — | $17,975 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- UBS FINANCIAL SERVICES INC — ADVISOR
- CLIFTONLARSONALLEN LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,808
- Estimated Expense Ratio: 0.199% 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 | $182,808 | $67,983 | — | $17,975 | — |
| 2023 | $174,816 | $53,510 | — | $4,600 | — |
| 2022 | $167,454 | $50,187 | — | — | $8,400 |