# Jf Martin Family Corporation 401(k) Plan
Source: https://planprovider.pro/companies/jf-martin-family-corporation-401k-plan

> Jf Martin Family Corporation's 401(k) plan: 469 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pcs-retirement-llc) — CONTRACT ADMINISTRATOR

- [SIMON LEVER, LLC](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jf-martin-family-corporation-401k-plan)

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