Plan Snapshot
- Plan Sponsor: Jones Lumber Company, INC
- Sponsor EIN: 950885570
- Sponsor Address: PO BOX 40, LYNWOOD, CA, 902620040
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $15.0M
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 | 136 | $15.0M | $98,517 | $462,074 |
| 2023 | 129 | $12.5M | $89,117 | $437,171 |
| 2022 | 139 | $10.2M | $84,566 | $405,539 |
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 |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | NONE | $32,312 | — | $32,312 |
| ASCENSUS LLC | NONE | $10,122 | $537 | $10,659 |
| ROSE, SNYDER & JACOBS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,971
- Estimated Expense Ratio: 0.286% 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 | $42,434 | $32,312 | $10,122 | — | — |
| 2023 | $37,644 | $26,687 | $10,957 | — | — |
| 2022 | $41,841 | $28,038 | $13,803 | — | — |