Plan Snapshot
- Plan Sponsor: The Joint Corp.
- Sponsor EIN: 900544160
- Sponsor Address: 16767 N. PERIMETER DRIVE, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 713
- Total Assets: $9.5M
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 | 713 | $9.5M | $583,040 | $1.3M |
| 2023 | 759 | $6.9M | $537,672 | $1.2M |
| 2022 | 638 | $4.6M | $510,912 | $1.1M |
| 2021 | 406 | $4.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| BDO USA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, PC — 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 | $3,705 | — | $3,705 | — | — |
| 2023 | $7,918 | — | $7,918 | — | — |
| 2022 | $6,409 | — | $6,409 | — | — |
| 2021 | $5,841 | — | $5,841 | — | — |