# J W Aluminum Company 401(k) Plan
Source: https://planprovider.pro/companies/j-w-aluminum-company-401k-plan

> J W Aluminum Company's 401(k) plan: 465 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J W Aluminum Company

- **Sponsor EIN:** 133429951

- **Sponsor Address:** 435 OLD MOUNT HOLLY ROAD, MOUNT HOLLY, SC, 29445

- **Plan Type:** 401(k)

- **Total Participants:** 465

- **Total Assets:** $53.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|465|$53.0M|$1.8M|$3.9M|

| 2023|469|$47.9M|$1.7M|$3.7M|

| 2022|488|$39.6M|$1.5M|$3.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$72,225|—|$72,225|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISOR|$32,291|—|$32,291|

| REGIONS BANK|ADVISOR|$17,806|—|$17,806|

| WELLTH ADVISORY SERVICES LLC|ADVISOR|$16,454|—|$16,454|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,572|—|$9,572|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $148,348

- **Estimated Expense Ratio:** 0.280% 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|$148,347|$76,122|—|—|—|

| 2023|$151,304|$73,364|—|—|—|

| 2022|$156,083|$4,343|—|—|—|

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