Plan Snapshot
- Plan Sponsor: Triple J Enterprises, INC.
- Sponsor EIN: 980065107
- Sponsor Address: PO BOX 6066, TAMUNING, GU, 96931
- Plan Type: 401(k)
- Total Participants: 492
- Total Assets: $15.2M
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 | 492 | $15.2M | $655,259 | $1.1M |
| 2023 | 453 | $13.8M | $619,083 | $895,422 |
| 2022 | 495 | $12.9M | $530,124 | $814,390 |
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 |
|---|---|---|---|---|
| ASC TRUST, LLC | TRUSTEE | $101,440 | — | $101,440 |
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,440
- Estimated Expense Ratio: 0.668% 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 | $101,440 | — | $8,600 | — | — |
| 2023 | $95,771 | — | $9,220 | — | — |
| 2022 | $93,897 | $85,152 | $8,745 | — | — |