# Jasper Wyman & Son 401(k) Plan
Source: https://planprovider.pro/companies/jasper-wyman-son-010343273-002

> Jasper Wyman & Son's 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jasper Wyman & Son

- **Sponsor EIN:** 010343273

- **Sponsor Address:** PO BOX 100, MILBRIDGE, ME, 04658

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

- **Plan Number:** 002

- **Total Participants:** 240

- **Total Assets:** $18.7M

## 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|240|$18.7M|$956,020|$1.1M|

| 2023|209|$18.9M|$1.1M|$1.0M|

| 2022|226|$15.3M|$1.0M|$980,610|

## 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|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$8,957|—|$8,957|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,957

- **Estimated Expense Ratio:** 0.048% 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|$13,013|$8,957|—|—|—|

| 2023|$9,933|$5,058|—|—|—|

| 2022|$8,965|$4,796|—|—|—|

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