Plan Snapshot
- Plan Sponsor: J-W Power Company
- Sponsor EIN: 752760629
- Sponsor Address: 16479 NORTH DALLAS PARKWAY, SUITE 8, ADDISON, TX, 75001
- Plan Type: 401(k)
- Total Participants: 605
- Total Assets: $119.4M
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 | 605 | $119.4M | $4.9M | $4.5M |
| 2023 | 595 | $108.1M | $2.6M | $4.2M |
| 2022 | 562 | $92.3M | $2.4M | $3.9M |
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 | $69,351 | — | $69,351 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $39,017 | — | $39,017 |
| MOSS ADAMS LLP | AUDITOR | $17,325 | — | $17,325 |
| BAKER TILLY US, LLP | Auditor | $17,325 | — | $17,325 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $9,733 | — | $9,733 |
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: $152,751
- Estimated Expense Ratio: 0.128% 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 | $135,426 | $108,368 | — | $17,325 | — |
| 2023 | $119,033 | $102,800 | — | $7,613 | — |
| 2022 | $117,202 | $115,283 | $1,919 | — | — |