# J.M. Wilson Corporation 401(k) Plan
Source: https://planprovider.pro/companies/j-m-wilson-corporation-401k-plan

> J.M. Wilson Corporation&#39;s 401(k) plan: 142 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. 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|

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