Plan Snapshot
- Plan Sponsor: C & J Industries, INC.
- Sponsor EIN: 251144549
- Sponsor Address: P.O. BOX 499, MEADVILLE, PA, 16335
- Plan Type: 401(k)
- Total Participants: 271
- Total Assets: $14.4M
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 | 271 | $14.4M | $0 | $754,238 |
| 2023 | 282 | $12.5M | $0 | $750,407 |
| 2022 | 236 | $11.2M | $0 | $678,057 |
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 |
|---|---|---|---|---|
| CADARET GRANT & CO INC | ADVISOR | $12,544 | — | $12,544 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $11,939 | — | $11,939 |
| MCGILL, POWER, BELL & ASSOCIATES, | ACCOUNTANT/AUDITOR | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,483
- Estimated Expense Ratio: 0.240% 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 | $34,483 | $12,544 | — | $10,000 | — |
| 2023 | $26,471 | $11,059 | — | — | — |
| 2022 | $39,002 | $11,762 | $15,990 | — | $11,250 |