# J. Marchini & Son, INC. DC Plan
Source: https://planprovider.pro/companies/j-marchini-son-inc-plan

> J. Marchini & Son, INC.'s DC plan: 543 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J. Marchini & Son, INC.

- **Sponsor EIN:** 770226588

- **Sponsor Address:** 12000 E. LEGRAND RD., LEGRAND, CA, 95333

- **Plan Type:** DC

- **Total Participants:** 543

- **Total Assets:** $2.9M

## 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|543|$2.9M|$188,427|$254,005|

| 2023|546|$2.4M|$188,551|$250,401|

| 2022|542|$1.8M|$186,626|$248,498|

## 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|

| BRIDGEWATER ADVISORY GROUP|BROKER|$12,945|—|$12,945|

| THE VANGUARD GROUP, INC.|RECORDKEEPER|$12,325|—|$12,325|

| JWT & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,270

- **Estimated Expense Ratio:** 0.870% 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|$24,205|—|—|—|—|

| 2023|$20,792|—|—|—|—|

| 2022|$18,276|—|—|—|$18,276|

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