# Jamestown Management Corp. 401(k) Plan
Source: https://planprovider.pro/companies/jamestown-management-corp-401k-plan

> Jamestown Management Corp.'s 401(k) plan: 544 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jamestown Management Corp.

- **Sponsor EIN:** 581745153

- **Sponsor Address:** 675 PONCE DE LEON AVENUE NE, ATLANTA, GA, 303081884

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

- **Total Participants:** 544

- **Total Assets:** $90.2M

## 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|544|$90.2M|$2.7M|$4.4M|

| 2023|371|$81.2M|$3.4M|$4.9M|

| 2022|389|$66.8M|$3.1M|$4.4M|

## 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|

| MOORE COLSON & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MOORE COLSON & COMPANY, P.C.](https://planprovider.pro/provider/moore-colson-and-company-pc) — Auditor

## 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|$234,871|$116,700|$118,171|—|—|

| 2023|$195,554|$99,405|$96,149|—|—|

| 2022|$188,163|$99,939|$88,224|—|—|

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