Plan Snapshot
- Plan Sponsor: Jenkins & Wynne, INC.
- Sponsor EIN: 620612605
- Sponsor Address: 2655 TRENTON RD, CLARKSVILLE, TN, 37040
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $12.0M
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 | 160 | $12.0M | $102,547 | $580,420 |
| 2023 | 149 | $11.2M | $99,349 | $532,335 |
| 2022 | 148 | $9.7M | $106,479 | $583,285 |
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 |
|---|---|---|---|---|
| STONE, RUDOLPH, AND HENRY CPA | Auditor | — | — | $0 |
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 | $49,876 | $86 | $1,512 | — | — |
| 2023 | $43,638 | — | $43,638 | — | — |
| 2022 | $34,547 | — | $34,547 | — | — |