# James Wood Motors, INC 401(k) Plan
Source: https://planprovider.pro/companies/james-wood-motors-inc-401k-plan

> James Wood Motors, INC's 401(k) plan: 370 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James Wood Motors, INC

- **Sponsor EIN:** 751617621

- **Sponsor Address:** P.O. BOX 479, DECATUR, TX, 76234

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

- **Total Participants:** 370

- **Total Assets:** $18.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|370|$18.9M|$49,768|$1.1M|

| 2023|383|$17.7M|$48,113|$1.2M|

| 2022|377|$15.2M|$50,153|$1.1M|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$37,763|—|$37,763|

| LANE GORMAN TRUBITT, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [LANE GORMAN TRUBITT, LLC](https://planprovider.pro/provider/lane-gorman-trubitt-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,763

- **Estimated Expense Ratio:** 0.200% 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|$37,586|—|—|—|—|

| 2023|$34,163|—|—|—|—|

| 2022|$36,002|—|—|—|—|

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