Plan Snapshot
- Plan Sponsor: The Jfw Corporation
- Sponsor EIN: 840778072
- Sponsor Address: 5286 NEWPORT ST, COMMERCE CITY, CO, 80022
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $2.8M
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 | 143 | $2.8M | $136,417 | $456,643 |
| 2023 | 134 | $2.3M | $110,591 | $411,289 |
| 2022 | 126 | $1.7M | $164,688 | $384,842 |
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 |
|---|---|---|---|---|
| JLK ROSENBERGER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $32,748 | $12,270 | $2,595 | — | — |
| 2023 | $26,924 | $8,958 | $2,230 | — | — |
| 2022 | $30,028 | $6,647 | $16,381 | — | $7,000 |