# James M. Pleasants Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/james-m-pleasants-company-inc-plan-003

> James M. Pleasants Company, INC.'s 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James M. Pleasants Company, INC.

- **Sponsor EIN:** 560797189

- **Sponsor Address:** PO BOX 16706, GREENSBORO, NC, 27416

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

- **Total Participants:** 231

- **Total Assets:** $15.7M

## 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|231|$15.7M|$812,689|$644,116|

| 2023|169|$13.1M|$600,111|$366,865|

| 2022|147|$11.0M|$493,589|$372,070|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$15,964|—|$15,964|

| GORDON ASSET MANAGMENT LLC|ADVISOR|$6,221|—|$6,221|

| EISNERAMPER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GORDON ASSET MANAGMENT LLC](https://planprovider.pro/provider/gordon-asset-management-llc) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,185

- **Estimated Expense Ratio:** 0.141% 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|$22,870|$6,906|—|—|—|

| 2023|$995|—|—|—|—|

| 2022|$981|—|—|—|$945|

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