# J. L. Culpepper & Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-l-culpepper-company-inc-401k-plan

> J. L. Culpepper & Company, INC.'s 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J. L. Culpepper & Company, INC.

- **Sponsor EIN:** 540582703

- **Sponsor Address:** 201 HALEY ROAD, ASHLAND, VA, 23005

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

- **Total Participants:** 113

- **Total Assets:** $8.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|113|$8.3M|$289,089|$509,194|

| 2023|121|$7.3M|$319,853|$461,135|

| 2022|130|$6.0M|$263,519|$379,675|

## 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|

| BROWN EDWARDS & COMPANY INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BROWN EDWARDS & COMPANY INC.](https://planprovider.pro/provider/brown-edwards-and-company-llp) — 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|$42,132|$22,974|$19,158|—|—|

| 2023|$35,001|$19,211|$15,790|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/j-l-culpepper-company-inc-401k-plan)

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