# James Alexander Corporation 401(k) Plan
Source: https://planprovider.pro/companies/james-alexander-corporation-401k-plan

> James Alexander Corporation's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James Alexander Corporation

- **Sponsor EIN:** 222063771

- **Sponsor Address:** 845 ROUTE 94, BLAIRSTOWN, NJ, 07825

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

- **Total Participants:** 117

- **Total Assets:** $9.9M

## 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|117|$9.9M|$70,046|$355,790|

| 2023|126|$8.5M|$70,357|$346,499|

| 2022|138|$7.1M|$0|$347,045|

## 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|

| GREEN RIDGE WEALTH PLANNING|INVESTMENT MANAGER|$27,074|—|$27,074|

| THE VANGUARD GROUP, INC.|RECORDKEEPER|$6,605|—|$6,605|

| TROUT CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORDKEEPER

- [TROUT CPA](https://planprovider.pro/provider/trout-cpa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,679

- **Estimated Expense Ratio:** 0.340% 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|$32,044|$27,074|$4,970|—|—|

| 2023|$26,745|$22,394|$4,351|—|—|

| 2022|$30,229|—|$30,229|—|—|

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