# Johnstone Moyer, INC. 401(k) Plan
Source: https://planprovider.pro/companies/johnstone-moyer-inc-401k-plan

> Johnstone Moyer, INC.'s 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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