Plan Snapshot
- Plan Sponsor: Team Jck, LLC
- Sponsor EIN: 852367591
- Sponsor Address: 875 COUNTRY CLUB RD., EUGENE, OR, 97401
- Plan Type: 401(k)
- Total Participants: 809
- Total Assets: $9.2M
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 | 809 | $9.2M | $402,252 | $676,884 |
| 2023 | 730 | $8.3M | $315,049 | $564,283 |
| 2022 | 585 | $6.3M | $390,227 | $578,752 |
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 |
|---|---|---|---|---|
| FIRST PACIFIC FINANCIAL INC. | Investment Advisor | $36,390 | — | $36,390 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $17,422 | — | $17,422 |
| PENSION PLAN SPECIALISTS, PC | Recordkeeper | $9,137 | — | $9,137 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,949
- Estimated Expense Ratio: 0.681% 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 | $66,031 | $40,622 | $21,027 | — | — |
| 2023 | $50,179 | $32,658 | $16,401 | — | — |
| 2022 | $47,378 | $32,328 | $14,925 | — | — |