Plan Snapshot
- Plan Sponsor: J.M. Wilson Corporation
- Sponsor EIN: 381178100
- Sponsor Address: 8036 MOORSBRIDGE, PORTAGE, MI, 49024
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $15.4M
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 | 142 | $15.4M | $396,803 | $805,727 |
| 2023 | 130 | $13.3M | $369,170 | $769,133 |
| 2022 | 122 | $10.4M | $343,238 | $735,102 |
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 |
|---|---|---|---|---|
| BRINK, KEY & CHLUDZINKSKI, P.C. | 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 | $74,379 | $35,725 | $35,294 | — | — |
| 2023 | $64,217 | $29,204 | $32,773 | — | — |
| 2022 | $61,516 | — | — | — | $61,516 |