# Jobe Materials, LP 401(k) Plan
Source: https://planprovider.pro/companies/jobe-materials-lp-401k-plan

> Jobe Materials, LP's 401(k) plan: 494 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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