# J&M Family Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/j-m-family-management-llc-401k-plan

> J&M Family Management, LLC's 401(k) plan: 299 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 Family Management, LLC

- **Sponsor EIN:** 263169829

- **Sponsor Address:** 1900 ENCHANTED LANE, SUITE 200, GRAPEVINE, TX, 760511025

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

- **Total Participants:** 299

- **Total Assets:** $3.4M

## 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|299|$3.4M|$98,667|$201,665|

| 2023|291|$3.7M|$43,573|$134,956|

| 2022|202|$3.4M|$79,453|$161,942|

## 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|

| WEAVER & TIDWELL, LLP|Auditor|$12,600|—|$12,600|

### Verified Provider Profiles

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

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,600

- **Estimated Expense Ratio:** 0.366% 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|$38,906|—|$26,306|$12,600|—|

| 2023|$44,881|—|$44,881|—|—|

| 2022|$31,791|—|$31,791|—|—|

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