# J.M. Equipment Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-m-equipment-company-inc-401k-plan

> J.M. Equipment Company, INC.'s 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.M. Equipment Company, INC.

- **Sponsor EIN:** 940693960

- **Sponsor Address:** 321 SPRECKELS AVENUE, MANTECA, CA, 95336

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

- **Total Participants:** 152

- **Total Assets:** $16.8M

## 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|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|RETAINED BY CLIENT|$32,025|—|$32,025|

| PRIEST AMISTADI|RETAINED BY CLIENT|$9,500|—|$9,500|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [KESTRA ADVISORY SERVICES](https://planprovider.pro/provider/sentinel-group) — RETAINED BY CLIENT

- [PRIEST AMISTADI](https://planprovider.pro/provider/priest-amistadi) — RETAINED BY CLIENT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,787

- **Estimated Expense Ratio:** 0.476% 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|$83,558|$32,025|$42,033|$9,500|—|

| 2023|$84,492|$31,196|$43,796|$9,500|—|

| 2022|$93,253|$44,253|$49,000|—|—|

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

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