Plan Snapshot
- Plan Sponsor: Jones Bros. Contractors, LLC
- Sponsor EIN: 621624149
- Sponsor Address: 1010 PLEASANT GROVE PLACE, STE 300, MT JULIET, TN, 37122
- Plan Type: 401(k)
- Total Participants: 668
- Total Assets: $17.7M
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 | 668 | $17.7M | $1.2M | $1.6M |
| 2023 | 537 | $13.1M | $1.1M | $1.4M |
| 2022 | 538 | $11.2M | $959,485 | $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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $141,090 | — | $141,090 | — | — |
| 2023 | $113,272 | — | $113,272 | — | — |
| 2022 | $112,151 | — | $112,151 | — | — |