Plan Snapshot
- Plan Sponsor: J-M Manufacturing Company, INC.
- Sponsor EIN: 840895616
- Sponsor Address: 5200 W CENTURY BLVD., LOS ANGELES, CA, 90045
- Plan Type: 401(k)
- Total Participants: 1,472
- Total Assets: $106.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,472 | $106.2M | $549,934 | $7.4M |
| 2023 | 1,171 | $96.1M | $1.6M | $7.5M |
| 2022 | 1,547 | $83.3M | $209,448 | $7.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $99,031 | — | $99,031 |
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $46,449 | — | $46,449 |
| FARBER HASS HURLEY LLP | AUDITOR | $15,000 | — | $15,000 |
| PENSIONMARK FINANCIAL GROUP LLC | INVESTMENT ADVISOR | $14,469 | — | $14,469 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,949
- Estimated Expense Ratio: 0.165% 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 | $276,180 | $60,918 | $17,347 | $15,000 | — |
| 2023 | $230,897 | $72,343 | $148,638 | $5,000 | — |
| 2022 | $230,516 | $57,875 | $149,315 | — | $18,572 |