# J.A. Watts, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-a-watts-inc-401k-plan

> J.A. Watts, INC.'s 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.A. Watts, INC.

- **Sponsor EIN:** 364295682

- **Sponsor Address:** 8550 W BRYN MAWR AVE., CHICAGO, IL, 60631

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

- **Total Participants:** 135

- **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|135|$13.9M|$703,943|$1.5M|

| 2023|140|$11.5M|$691,845|$1.5M|

| 2022|124|$7.8M|$540,395|$1.2M|

## 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|

| COMMONWEALTH EQUITY SERVICES LLC DB|INVESTMENT ADVISOR|$42,566|—|$42,566|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$32,774|—|$32,774|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$8,984|—|$8,984|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,324

- **Estimated Expense Ratio:** 0.608% 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|$84,324|$51,550|—|—|—|

| 2023|$66,833|$36,315|—|—|—|

| 2022|$59,938|$28,181|$31,757|—|—|

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