Plan Snapshot
- Plan Sponsor: J.M. Equipment Company, INC.
- Sponsor EIN: 940693960
- Sponsor Address: 321 SPRECKELS AVENUE, MANTECA, CA, 95336
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 152 | $16.8M | $216,073 | $890,970 |
| 2023 | 157 | $16.2M | $205,432 | $829,254 |
| 2022 | 158 | $15.0M | $200,850 | $783,718 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT | Recordkeeper | $38,262 | — | $38,262 |
| KESTRA ADVISORY SERVICES | Recordkeeper | $32,025 | — | $32,025 |
| PRIEST AMISTADI | Auditor | $9,500 | — | $9,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT — Recordkeeper
- KESTRA ADVISORY SERVICES — Recordkeeper
- PRIEST AMISTADI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,787
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 |
|---|---|---|---|---|---|
| 2025 | $1,628,149 | $34,862 | $39,231 | $20,000 | — |
| 2024 | $83,558 | $32,025 | $42,033 | $9,500 | — |
| 2023 | $84,492 | $31,196 | $43,796 | $9,500 | — |
| 2022 | $93,253 | $44,253 | $49,000 | — | — |