# Tjc Real Estate Transactions Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/thomas-james-homes-llc-401k-plan

> Tjc Real Estate Transactions Group, LLC's 401(k) plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tjc Real Estate Transactions Group, LLC

- **Sponsor EIN:** 611777831

- **Sponsor Address:** 26880 ALISO VIEJO PARKWAY, ALISO VIEJO, CA, 92656

- **Plan Type:** 401(k)

- **Total Participants:** 277

- **Total Assets:** $13.9M

## 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|277|$13.9M|$960,458|$3.2M|

| 2023|313|$12.2M|$141,276|$3.6M|

| 2022|395|$8.7M|$1.1M|$2.9M|

## 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|

| PENSION ASSURANCE LLP|Auditor|$15,500|—|$15,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,500

- **Estimated Expense Ratio:** 0.112% 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|$133,603|$54,627|—|$15,500|—|

| 2023|$52,556|$1,450|—|—|—|

| 2022|$11,845|—|—|—|—|

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