Plan Snapshot
- Plan Sponsor: The Jay Group
- Sponsor EIN: 231723070
- Sponsor Address: 700 INDIAN SPRINGS DR, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $4.1M
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 | 243 | $4.1M | $72,801 | $329,841 |
| 2023 | 175 | $3.7M | $64,151 | $273,893 |
| 2022 | 197 | $3.4M | $70,153 | $305,005 |
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 |
|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | ADVISOR | — | $9,513 | $9,513 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JANNEY MONTGOMERY SCOTT LLC — ADVISOR
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,513
- Estimated Expense Ratio: 0.232% 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 | $2,395 | — | — | — | — |
| 2023 | $4,306 | — | — | — | — |
| 2022 | $3,297 | — | — | — | — |