# J.W. Pepper & Son, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-w-pepper-son-inc-230963171-001

> J.W. Pepper & Son, INC.'s 401(k) plan: 164 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. Pepper & Son, INC.

- **Sponsor EIN:** 230963171

- **Sponsor Address:** P.O. BOX 642, EXTON, PA, 19341

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

- **Plan Number:** 001

- **Total Participants:** 164

- **Total Assets:** $23.3M

## 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|164|$23.3M|$460,645|$792,726|

| 2023|151|$22.6M|$442,204|$728,416|

| 2022|146|$17.6M|$407,335|$656,097|

## 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|

| CONRAD SIEGEL|Other Service Provider|$27,347|—|$27,347|

| CHARLES SCHWAB & CO., INC.|Recordkeeper|$11,367|—|$11,367|

### Verified Provider Profiles

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

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,714

- **Estimated Expense Ratio:** 0.166% 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|$38,714|—|—|—|—|

| 2023|$64,600|$26,130|—|—|—|

| 2022|$96,656|$57,377|—|—|$39,279|

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