# Jones, Waldo, Holbrook & Mcdonough, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/jones-waldo-holbrook-mcdonough-p-c-401k-plan

> Jones, Waldo, Holbrook & Mcdonough, P.C.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Jones, Waldo, Holbrook & Mcdonough, P.C.

- **Sponsor EIN:** 870347609

- **Sponsor Address:** P. O. BOX 45444, SALT LAKE CITY, UT, 84145

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $36

## 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.|

| 2023|0|$36|$0|$0|

## 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|

| TANNER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TANNER LLC](https://planprovider.pro/provider/tanner-llc) — Auditor

## 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|

| 2023|$91,642|$40,790|$41,877|—|$8,975|

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