# J.N. White Associates, INC. DC Plan
Source: https://planprovider.pro/companies/jn-white-associates-inc-plan

> J.N. White Associates, INC.'s DC plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.N. White Associates, INC.

- **Sponsor EIN:** 161068988

- **Sponsor Address:** POB 219, PERRY, NY, 14530

- **Plan Type:** DC

- **Total Participants:** 106

- **Total Assets:** $10.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|106|$10.8M|$157,581|$348,539|

| 2023|110|$10.5M|$300,692|$328,672|

| 2022|117|$8.3M|$282,914|$309,927|

## 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|

| MODERN WEALTH HOLDINGS LLC|CONTRACT ADMIN|$22,848|—|$22,848|

| EMPOWER LIFE & ANNUITY INSURANCE CO|RECORDKEEPER|$14,504|—|$14,504|

| LPL FINANCIAL|INVESTMENT ADVISOR|$6,533|—|$6,533|

| SARDONE ROBINSON AND ASSOCIATES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL](https://planprovider.pro/provider/equitable) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,885

- **Estimated Expense Ratio:** 0.406% 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|$44,049|$25,082|$5,533|—|—|

| 2023|$51,259|$22,099|$10,735|$6,250|—|

| 2022|$34,045|—|$33,325|—|$720|

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