Plan Snapshot
- Plan Sponsor: J.B Poindexter & Co., INC.
- Sponsor EIN: 760312814
- Sponsor Address: 600 TRAVIS SUITE 400, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 7,997
- Total Assets: $275.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,997 | $275.3M | $11.3M | $26.8M |
| 2023 | 7,460 | $245.8M | $10.7M | $23.6M |
| 2022 | 6,921 | $201.4M | $8.7M | $20.4M |
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 |
|---|---|---|---|---|
| WEAVER & TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $568,329 | $62,500 | — | — | — |
| 2023 | $375,040 | $37,500 | $326,718 | — | — |
| 2022 | $348,703 | $62,500 | $268,424 | — | — |