Plan Snapshot
- Plan Sponsor: Johnstone Moyer, INC.
- Sponsor EIN: 412053289
- Sponsor Address: 555 OLD COUNTY ROAD, SAN CARLOS, CA, 94070
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 95 | $14.3M | $181,104 | $1.1M |
| 2023 | 116 | $12.6M | $292,393 | $1.4M |
| 2022 | 137 | $10.0M | $342,629 | $1.4M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $25,494 | — | $25,494 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $21,381 | — | $21,381 |
| NICHOLAS PENSION CONSULTANTS, INC. | CONTRACT ADMIN | $18,540 | — | $18,540 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,415
- Estimated Expense Ratio: 0.458% 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 | $54,795 | $25,494 | $10,440 | — | — |
| 2023 | $42,937 | $27,842 | — | $15,095 | — |
| 2022 | $40,031 | $25,387 | $14,644 | — | — |