# Jordan Carriers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jordan-carriers-inc-401k-plan

> Jordan Carriers, INC.'s 401(k) plan: 535 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jordan Carriers, INC.

- **Sponsor EIN:** 640817788

- **Sponsor Address:** P.O. BOX 1066, NATCHEZ, MS, 391211066

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

- **Total Participants:** 535

- **Total Assets:** $5.7M

## 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|535|$5.7M|$457,477|$862,462|

| 2023|435|$3.8M|$304,568|$674,162|

| 2022|453|$3.0M|$153,140|$611,138|

## 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|

| EDWARD JONES|NONE|$14,231|—|$14,231|

| JOHN HANCOCK|RETAINED BY PLAN SPONSOR|$11,143|—|$11,143|

| SILAS SIMMONS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY PLAN SPONSOR

- [SILAS SIMMONS LLP](https://planprovider.pro/provider/silas-simmons-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,374

- **Estimated Expense Ratio:** 0.442% 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|$26,188|$15,856|$10,332|—|—|

| 2023|$69,549|—|$69,549|—|—|

| 2022|$18,911|$15,081|$3,830|—|—|

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