Plan Snapshot
- Plan Sponsor: Rc Jenson INC Dba Jenson Usa
- Sponsor EIN: 330792981
- Sponsor Address: 1615 EASTRIDGE AVENUE, RIVERSIDE, CA, 92507
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $7.0M
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 | 114 | $7.0M | $191,181 | $339,261 |
| 2023 | 88 | $5.8M | $103,343 | $276,736 |
| 2022 | 87 | $4.7M | $191,390 | $331,766 |
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 |
|---|---|---|---|---|
| ROORDA, PIQUET & BESSEE INC. | 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 | $17,631 | — | $1,250 | — | — |
| 2023 | $14,753 | — | $1,340 | — | — |
| 2022 | $14,751 | — | — | — | $2,625 |