Plan Snapshot
- Plan Sponsor: Jobe Materials, LP
- Sponsor EIN: 861133407
- Sponsor Address: 1150 SOUTHVIEW DR., EL PASO, TX, 79928
- Plan Type: 401(k)
- Total Participants: 494
- Total Assets: $19.6M
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 | 494 | $19.6M | $788,259 | $1.1M |
| 2023 | 508 | $17.0M | $698,791 | $952,201 |
| 2022 | 475 | $14.4M | $679,310 | $940,438 |
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 |
|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | FINANCIAL ADVSR | — | $70,823 | $70,823 |
| INWEST RETIREMENT SOLUTIONS | TPA | $51,977 | — | $51,977 |
| NATIONWIDE | CUSTODIAN | $48,345 | $293 | $48,638 |
| STOCKTON, SCURRY & SMITH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,438
- Estimated Expense Ratio: 0.877% 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 | $171,437 | $70,823 | $51,977 | — | — |
| 2023 | $156,157 | $135,488 | $20,669 | — | — |
| 2022 | $161,858 | $137,688 | $24,170 | — | — |