# Jx Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jx-enterprises-inc-401k-plan

> Jx Enterprises, INC.'s 401(k) plan: 1,071 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [CLIFTONLARSONALLEN LLC](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|

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