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

> J-W Power Company's 401(k) plan: 605 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 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](https://planprovider.pro/provider/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|—|—|

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