Plan Snapshot
- Plan Sponsor: J. J. Mcdonnell & Co., INC.
- Sponsor EIN: 521482094
- Sponsor Address: 7010 BROOKDALE DR., ELKRIDGE, MD, 21075
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 205 | $10.9M | $224,179 | $688,634 |
| 2023 | 170 | $9.5M | $170,262 | $486,710 |
| 2022 | 157 | $7.6M | $137,196 | $405,947 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $6,869 | — | $6,869 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,869
- Estimated Expense Ratio: 0.063% 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 | $51,402 | $14,379 | $23,704 | $6,869 | — |
| 2023 | $33,306 | — | $33,306 | — | — |
| 2022 | $67,950 | $19,012 | $42,286 | — | $6,652 |