Plan Snapshot
- Plan Sponsor: Johnson Development Associates, INC.
- Sponsor EIN: 570833391
- Sponsor Address: 100 DUNBAR ST, SPARTANBURG, SC, 29306
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $25.3M
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 | 157 | $25.3M | $1.1M | $1.7M |
| 2023 | 179 | $23.8M | $1.1M | $1.7M |
| 2022 | 163 | $18.4M | $864,421 | $1.3M |
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 |
|---|---|---|---|---|
| GOSNELL MENARD ROBINSON INFANTE CPA | 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 | $58,715 | $12,053 | $46,662 | — | — |
| 2023 | $48,835 | $10,003 | $38,832 | — | — |
| 2022 | $43,328 | $9,319 | $34,009 | — | — |