Plan Snapshot
- Plan Sponsor: J. & M. Manufacturing Co. INC.
- Sponsor EIN: 340967869
- Sponsor Address: 284 RAILROAD STREET, FORT RECOVERY, OH, 458460547
- Plan Type: DC
- Total Participants: 146
- Total Assets: $47.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 146 | $47.6M | $673,792 | $1.5M |
| 2023 | 184 | $42.7M | $799,946 | $1.6M |
| 2022 | 149 | $34.4M | $660,777 | $1.4M |
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 |
|---|---|---|---|---|
| FLAGEL HUBER FLAGEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FLAGEL HUBER FLAGEL — 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 | $2,725 | — | — | — | — |
| 2023 | $994 | — | — | — | — |
| 2022 | — | — | — | — | — |