Plan Snapshot
- Plan Sponsor: Jf Martin Family Corporation
- Sponsor EIN: 231597115
- Sponsor Address: PO BOX 137, STEVENS, PA, 17578
- Plan Type: 401(k)
- Total Participants: 469
- Total Assets: $4.3M
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 | 469 | $4.3M | $190,362 | $622,288 |
| 2023 | 769 | $3.6M | $201,409 | $609,128 |
| 2022 | 717 | $2.6M | $160,448 | $476,381 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | INVESTMENT ADVISORY | $13,816 | — | $13,816 |
| PROFESSIONAL CAPITAL SERVICES | CONTRACT ADMINISTRATOR | $11,339 | — | $11,339 |
| SIMON LEVER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROFESSIONAL CAPITAL SERVICES — CONTRACT ADMINISTRATOR
- SIMON LEVER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,155
- Estimated Expense Ratio: 0.580% 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 | $25,155 | $13,816 | $11,339 | — | — |
| 2023 | $17,662 | $3,794 | $13,868 | — | — |
| 2022 | $5,491 | — | $5,491 | — | — |