# J. F. Allen Company DC Plan
Source: https://planprovider.pro/companies/j-f-allen-company-plan-001

> J. F. Allen Company's DC plan: 179 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:** P.O. BOX 2049, BUCKHANNON, WV, 26201

- **Plan Type:** DC

- **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|

| EDWARD D JONES & CO LP|INVESTMENT ADVISOR|$33,495|—|$33,495|

| METRO BENEFITS INC|CONTRACT ADMIN|$3,775|$8,399|$12,174|

| THE RODEHEAVER GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE RODEHEAVER GROUP](https://planprovider.pro/provider/the-rodeheaver-group-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,669

- **Estimated Expense Ratio:** 0.232% 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|$80,029|—|—|—|—|

| 2023|$67,165|—|—|—|—|

| 2022|$53,812|—|$53,812|—|—|

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