# James Edward & Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/james-edward-companies-inc-401k-plan

> James Edward & Companies, INC.'s 401(k) plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James Edward & Companies, INC.

- **Sponsor EIN:** 760438110

- **Sponsor Address:** 2000 BERING DR.,, HOUSTON, TX, 77057

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

- **Total Participants:** 383

- **Total Assets:** $9.2M

## 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|383|$9.2M|$452,011|$658,576|

| 2023|346|$7.8M|$444,219|$662,008|

| 2022|323|$6.5M|$365,145|$568,733|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$53,171|—|$53,171|

| DESROCHES PARTNERS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [DESROCHES PARTNERS, LLP](https://planprovider.pro/provider/desroches-partners) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,171

- **Estimated Expense Ratio:** 0.579% 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|$63,197|$871|$9,647|—|—|

| 2023|$58,416|—|$58,416|—|—|

| 2022|$57,943|—|$57,943|—|—|

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