Jain Global 401(k) match, vesting and fees
What Jain Global's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Trailbreaker Accounting PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Jain Global: employer contribution per participant | $4,338 | |
| Peer median | $2,868 |
| Jain Global: average balance | $34,378 | |
| Peer median | $95,281 |
| Jain Global: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $5.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 172 | $5.3M | $672K | $4,338 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Jain Global match 401(k) contributions?
The match terms for the Jain Global LLC Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $672K in employer contributions, about $4,338 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jain Global 401(k) match vested?
The vesting schedule for the Jain Global LLC Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jain Global 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Side by Side Financials, Inc..
I left Jain Global. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Side by Side Financials, Inc., (212) 564-2464) or the recordkeeper, Principal Life Insurance Company. The Jain Global old 401(k) page lists the contacts from every plan filing. Find an old Jain Global 401(k)
Data from the public Form 5500 annual reports Jain Global filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Jain Global. Not financial advice. Report a correction · Methodology