JTS Financial Services 401(k) match, vesting and fees
What JTS Financial Services' 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 | John Hancock Life Insurance Co USA | Schedule C ↗ |
| Independent auditor | Landmark Plc, Certified Public Acco (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 43,973 defined-contribution plans in finance and insurance with fewer than 100 participants.
| JTS Financial Services: employer contribution per participant | $105,965 | |
| Peer median | $2,965 |
| JTS Financial Services: average balance | $2,508,192 | |
| Peer median | $91,941 |
| JTS Financial Services: admin expenses ÷ assets | 0.84% | |
| Peer median | 0.19% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.7M at the end of plan year 2021 to $7.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 147 | $7.5M | $318K | $105,965 | 0.84% | Not published | Form 5500 ↗ |
| 2023 | 136 | $6M | $273K | $2,679 | — | Not published | 5500-SF ↗ |
| 2022 | 122 | $4.6M | $246K | $2,562 | 0.88% | Not published | Form 5500 ↗ |
| 2021 | 120 | $4.7M | $257K | $2,655 | — | Not published | 5500-SF ↗ |
Common questions
Does JTS Financial Services match 401(k) contributions?
The match terms for the Jts Financial Services, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $318K in employer contributions, about $105,965 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the JTS Financial Services 401(k) match vested?
The vesting schedule for the Jts Financial Services, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the JTS Financial Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Co USA. The plan administrator is Jts Financial Services, LLC.
I left JTS Financial Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jts Financial Services, LLC, (501) 227-0194) or the recordkeeper, John Hancock Life Insurance Co USA. The JTS Financial Services old 401(k) page lists the contacts from every plan filing. Find an old JTS Financial Services 401(k)
Data from the public Form 5500 annual reports JTS Financial Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 JTS Financial Services. Not financial advice. Report a correction · Methodology