Plan Snapshot
- Plan Sponsor: The Jacmar Companies, LLC
- Sponsor EIN: 952808722
- Sponsor Address: 2200 WEST VALLEY BOULEVARD, ALHAMBRA, CA, 91803
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 29 | $3.2M | $102,273 | $341,315 |
| 2023 | 87 | $4.4M | $90,750 | $432,121 |
| 2022 | 100 | $4.1M | $114,157 | $423,396 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $12,256 | — | $12,256 |
| WEISS ACCOUNTANCY LLP | Auditor | $4,125 | — | $4,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WEISS ACCOUNTANCY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,381
- Estimated Expense Ratio: 0.507% 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 | $17,495 | $1,114 | — | $4,125 | — |
| 2023 | $17,077 | $842 | — | — | — |
| 2022 | $41,683 | $533 | — | — | — |