Plan Snapshot
- Plan Sponsor: Jeffords Steel And Specialty Company, INC.
- Sponsor EIN: 141668302
- Sponsor Address: 4398 ROUTE 22, PLATTSBURGH, NY, 12901
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 98
- Total Assets: $11.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $11.2M | $550,917 | $231,368 |
| 2023 | 97 | $9.5M | $518,284 | $198,318 |
| 2022 | 94 | $8.0M | $468,709 | $184,402 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | Investment Advisor | $10,288 | — | $10,288 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,288
- Estimated Expense Ratio: 0.092% 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 | $44,101 | — | $1,516 | — | — |
| 2023 | $43,598 | — | $3,606 | — | — |
| 2022 | $39,710 | $36,611 | $3,099 | — | — |