Plan Snapshot
- Plan Sponsor: J. F. Allen Company
- Sponsor EIN: 550328627
- Sponsor Address: P.O. BOX 2049, BUCKHANNON, WV, 26201
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 179 | $19.6M | $917,070 | $432,219 |
| 2023 | 181 | $16.6M | $683,386 | $435,939 |
| 2022 | 189 | $13.8M | $646,192 | $428,417 |
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 |
|---|---|---|---|---|
| THE RODEHEAVER GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE RODEHEAVER GROUP — 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 | $80,029 | — | — | — | — |
| 2023 | $67,165 | — | — | — | — |
| 2022 | $53,812 | — | $53,812 | — | — |