Plan Snapshot
- Plan Sponsor: J & W Services & Equipment Company
- Sponsor EIN: 751885190
- Sponsor Address: PO BOX 11021, MIDLAND, TX, 79706
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 188 | $14.2M | $539,616 | $929,779 |
| 2023 | 160 | $11.6M | $455,750 | $795,011 |
| 2022 | 131 | $8.6M | $302,423 | $542,891 |
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 |
|---|---|---|---|---|
| D WILLIAMS & CO., INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $770 | — | — | — | — |
| 2023 | $550 | — | — | — | — |
| 2022 | $650 | $650 | — | — | — |