# J.F. Allen Company 401(k) Plan
Source: https://planprovider.pro/companies/j-f-allen-company-550328627-501

> J.F. Allen Company's 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.F. Allen Company

- **Sponsor EIN:** 550328627

- **Sponsor Address:** PO BOX 2049, BUCKHANNON, WV, 262017049

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

- **Plan Number:** 501

- **Total Participants:** 93

- **Total Assets:** $1.2M

## 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|93|$1.2M|$1.1M|$312,591|

| 2023|95|$1.2M|$998,329|$313,666|

| 2022|103|$1.3M|$1.0M|$329,108|

## 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|

| MEDICAL BENEFITS ADMINISTRATORS,INC|Other Service Provider|$35,621|—|$35,621|

| HEALTHJOY, LLC|Other Service Provider|$9,461|—|$9,461|

| MEDICAL BENEFITS MUTUAL LIFE INS CO|Other Service Provider|$8,421|—|$8,421|

| 4-MOST HOLDING, LLC|Other Service Provider|$6,678|—|$6,678|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,181

- **Estimated Expense Ratio:** 5.175% 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|$119,979|$28,000|—|—|—|

| 2023|$127,298|$28,000|—|—|—|

| 2022|$115,497|$27,487|—|—|—|

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