# J.R. Balsan, INC. Dba Johnstone Supply 401(k) Plan
Source: https://planprovider.pro/companies/j-r-balsan-inc-dba-johnstone-supply-401k-plan

> J.R. Balsan, INC. Dba Johnstone Supply's 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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