Plan Snapshot
- Plan Sponsor: Jb Martin Company
- Sponsor EIN: 131940835
- Sponsor Address: PO BOX 3607, BATESBURG LEESVILLE, SC, 29070
- Plan Type: 401(k)
- Total Participants: 481
- Total Assets: $8.4M
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 | 481 | $8.4M | $136 | $312,684 |
| 2023 | 138 | $7.8M | $0 | $295,051 |
| 2022 | 139 | $7.4M | $0 | $262,629 |
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 |
|---|---|---|---|---|
| CAPITOL SECURITIES MANAGEMENT INC | ADVISOR | $7,939 | — | $7,939 |
| ELLIOTT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,939
- Estimated Expense Ratio: 0.094% 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 | $11,764 | $7,939 | — | — | — |
| 2023 | $10,400 | $7,400 | — | — | — |
| 2022 | $9,725 | — | — | — | — |