Plan Snapshot
- Plan Sponsor: J-M Farms Holding, LLC
- Sponsor EIN: 731070063
- Sponsor Address: 7001 S HWY 69A, MIAMI, OK, 74354
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $5.1M
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 | 222 | $5.1M | $24,000 | $232,001 |
| 2023 | 254 | $4.6M | $25,000 | $227,241 |
| 2022 | 267 | $3.8M | $23,468 | $240,244 |
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 |
|---|---|---|---|---|
| SQUARE HOUSE, LLC | Auditor | — | — | $0 |
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 | $17,740 | — | $10,741 | — | — |
| 2023 | $24,098 | — | $18,845 | — | — |
| 2022 | $24,611 | — | $21,524 | — | $3,087 |