Plan Snapshot
- Plan Sponsor: Jm Texas Companies, LLC
- Sponsor EIN: 264818658
- Sponsor Address: 7901 E. I-20, EASTLAND, TX, 76448
- Plan Type: 401(k)
- Total Participants: 1,000
- Total Assets: $13.0M
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 | 1,000 | $13.0M | $587,453 | $1.5M |
| 2023 | 961 | $11.3M | $457,335 | $1.3M |
| 2022 | 830 | $10.1M | $484,101 | $1.2M |
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 |
|---|---|---|---|---|
| CONDLEY AND COMPANY, LLP | 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 | $77,766 | $30,204 | $43,664 | — | — |
| 2023 | $92,374 | $26,398 | $32,759 | $16,500 | — |
| 2022 | $97,928 | $28,907 | $53,814 | — | $15,207 |