# Jm Search & Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jm-search-company-inc-401k-plan

> Jm Search & Company, INC.'s 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jm Search & Company, INC.

- **Sponsor EIN:** 232793409

- **Sponsor Address:** 1045 FIRST AVENUE - #110, KING OF PRUSSIA, PA, 19406

- **Plan Type:** 401(k)

- **Total Participants:** 194

- **Total Assets:** $40.7M

## 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|194|$40.7M|$2.6M|$2.6M|

| 2023|179|$30.9M|$3.4M|$2.7M|

| 2022|161|$20.9M|$1.6M|$1.9M|

## 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|

| LEGACY ADVISORS, LLC|ADVISOR|$40,000|—|$40,000|

| PCS RETIREMENT, LLC|CONTRACT ADMINISTRATOR|$32,939|—|$32,939|

| MCKONLY & ASBURY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PCS RETIREMENT, LLC](https://planprovider.pro/provider/pcs-retirement-llc) — CONTRACT ADMINISTRATOR

- [MCKONLY & ASBURY](https://planprovider.pro/provider/mckonly-and-asbury-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $72,939

- **Estimated Expense Ratio:** 0.179% 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|$72,939|$40,000|$32,939|—|—|

| 2023|$61,231|$38,255|—|—|—|

| 2022|—|—|—|—|—|

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