# The Jacmar Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-jacmar-companies-llc-401k-plan

> The Jacmar Companies, LLC&#39;s 401(k) plan: 29 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WEISS ACCOUNTANCY LLP](https://planprovider.pro/provider/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|—|—|—|

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