Plan Snapshot
- Plan Sponsor: Jcm Industries, INC.
- Sponsor EIN: 751504600
- Sponsor Address: P.O. BOX 1220, NASH, TX, 755691220
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $1.3M
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 | 0 | $1.3M | $292,022 | $491,689 |
| 2023 | 128 | $10.7M | $93,126 | $449,598 |
| 2022 | 119 | $9.2M | $82,155 | $411,528 |
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 |
|---|---|---|---|---|
| REGIONS BANK DBA REGIONS TRUST | INVESTMENT ADVISOR | $46,174 | — | $46,174 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $8,892 | — | $8,892 |
| HONKAMP, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HONKAMP, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,066
- Estimated Expense Ratio: 4.136% 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 | $85,808 | — | $7,440 | — | — |
| 2023 | $27,584 | $27,533 | — | — | — |
| 2022 | $13,213 | — | $13,213 | — | — |