Plan Snapshot
- Plan Sponsor: Jm Longyear, LLC
- Sponsor EIN: 383306338
- Sponsor Address: 210 N. FRONT STREET FL 1, MARQUETTE, MI, 49855
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 231 | $12.1M | $494,886 | $1.0M |
| 2023 | 223 | $8.4M | $442,026 | $883,055 |
| 2022 | 230 | $8.9M | $410,024 | $769,926 |
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 |
|---|---|---|---|---|
| ANDREWS HOOPER PAVLIK PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDREWS HOOPER PAVLIK PLC — Auditor
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 | $43,362 | $17,872 | — | — | — |
| 2023 | $39,781 | $15,088 | — | — | — |
| 2022 | $38,408 | — | — | — | — |