Plan Snapshot
- Plan Sponsor: J.R. Balsan, INC. Dba Johnstone Supply
- Sponsor EIN: 232809095
- Sponsor Address: 55 COUNTRY CLUB DRIVE, STE. 201, DOWNINGTOWN, PA, 193353062
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $10.4M
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 | 177 | $10.4M | $432,338 | $909,098 |
| 2023 | 192 | $9.6M | $464,158 | $941,294 |
| 2022 | 165 | $6.6M | $331,477 | $742,010 |
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 |
|---|---|---|---|---|
| STEPHANO SLACK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHANO SLACK LLC — 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 | $47,199 | $13,221 | $33,978 | — | — |
| 2023 | $39,981 | $38,206 | — | — | — |
| 2022 | $30,386 | — | — | — | $30,386 |