Plan Snapshot
- Plan Sponsor: Jcb, INC.
- Sponsor EIN: 582663273
- Sponsor Address: 2000 BAMFORD BLVD, POOLER, GA, 313229504
- Plan Type: 401(k)
- Total Participants: 976
- Total Assets: $48.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 976 | $48.5M | $2.0M | $5.4M |
| 2023 | 124 | $20.9M | $870,549 | $906,101 |
| 2022 | 122 | $17.2M | $716,087 | $838,815 |
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 |
|---|---|---|---|---|
| SYMPHONA LLP | Auditor | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYMPHONA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
- Estimated Expense Ratio: 0.041% 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 | $216,380 | $61,448 | $134,932 | $20,000 | — |
| 2023 | $93,697 | $44,343 | $16,733 | — | — |
| 2022 | $78,160 | $42,819 | — | — | $35,341 |