# J & W Services & Equipment Company 401(k) Plan
Source: https://planprovider.pro/companies/j-w-services-equipment-company-401k-plan

> J & W Services & Equipment Company's 401(k) plan: 188 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 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|—|—|—|

## Similar Plans

- [Scallon Controls, INC.](https://planprovider.pro/companies/scallon-controls-inc-plan-003) — 198 participants

- [Womack Machine Supply, Co.](https://planprovider.pro/companies/womack-machine-supply-co-401k-plan) — 211 participants

- [Nueces Farm Center, INC.](https://planprovider.pro/companies/nueces-farm-center-inc-401k-plan) — 159 participants

- [Bauer Equipment America INC](https://planprovider.pro/companies/bauer-equipment-america-inc-401k-plan) — 155 participants

- [Ofs International, LLC](https://planprovider.pro/companies/ofs-international-llc-plan-001) — 155 participants

- [Allredi, LLC](https://planprovider.pro/companies/allredi-llc-401k-plan) — 223 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/j-w-services-equipment-company-401k-plan)

© 2026 PlanProvider.Pro