Plan Snapshot
- Plan Sponsor: J. V. Manufacturing Company, INC.
- Sponsor EIN: 251264233
- Sponsor Address: 1603 BURTNER ROAD, NATRONA HEIGHTS, PA, 150659801
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $15.0M
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 | 111 | $15.0M | $360,062 | $647,485 |
| 2023 | 116 | $13.9M | $323,471 | $623,200 |
| 2022 | 132 | $12.8M | $310,000 | $535,237 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $70,255 | — | — | — | — |
| 2023 | $68,547 | — | — | — | — |
| 2022 | $45,342 | $45,342 | — | — | — |