Plan Snapshot
- Plan Sponsor: J.D. Steel Co., INC.
- Sponsor EIN: 860226433
- Sponsor Address: P.O.BOX 18009, PHOENIX, AZ, 850058009
- Plan Type: DC
- Total Participants: 161
- Total Assets: $49.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 161 | $49.4M | $4.1M | $0 |
| 2023 | 176 | $42.4M | $2.7M | $0 |
| 2022 | 166 | $29.9M | $2.0M | $0 |
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 |
|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
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 | $65,743 | — | $21,596 | — | — |
| 2023 | $41,797 | $16,523 | — | — | — |
| 2022 | $73,644 | — | — | — | $73,644 |