Plan Snapshot
- Plan Sponsor: J.W. Floor Covering, INC.
- Sponsor EIN: 330192832
- Sponsor Address: 9881 CARROLL CENTRE RD, SAN DIEGO, CA, 92126
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $7.0M
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 | 138 | $7.0M | $0 | $369,830 |
| 2023 | 163 | $5.9M | $0 | $340,974 |
| 2022 | 167 | $4.6M | $45,073 | $314,013 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $30,432 | — | $30,432 |
| ADP, INC. | Recordkeeper | $16,545 | — | $16,545 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,977
- Estimated Expense Ratio: 0.672% 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 | $46,977 | $30,432 | — | — | — |
| 2023 | $40,935 | $24,693 | — | — | — |
| 2022 | $41,555 | — | — | — | — |