Plan Snapshot
- Plan Sponsor: James W. Fowler Co.
- Sponsor EIN: 930677813
- Sponsor Address: PO BOX 489, DALLAS, OR, 973380489
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 189 | $17.5M | $1.2M | $1.1M |
| 2023 | 172 | $15.5M | $1.3M | $1.1M |
| 2022 | 190 | $12.8M | $1.1M | $983,069 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $114,914 | — | $114,914 | — | — |
| 2023 | $96,676 | — | $96,676 | — | — |
| 2022 | $91,473 | — | $91,473 | — | — |