Plan Snapshot
- Plan Sponsor: L F Jennings INC.
- Sponsor EIN: 540545845
- Sponsor Address: 407 NORTH WASHINGTON STREET, #200, FALLS CHURCH, VA, 22046
- Plan Type: 401(k)
- Total Participants: 331
- Total Assets: $86.0M
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 | 331 | $86.0M | $1.6M | $3.2M |
| 2023 | 327 | $77.2M | $1.3M | $3.1M |
| 2022 | 337 | $61.1M | $1.0M | $2.8M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $91,078 | — | $91,078 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $40,375 | — | $40,375 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,223 | — | $8,223 |
| COHN REZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,676
- Estimated Expense Ratio: 0.162% 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 | $139,676 | $8,223 | $300 | — | — |
| 2023 | $135,008 | $92,465 | — | — | — |
| 2022 | $133,842 | $700 | — | — | — |