# Joseph J. Magnolia, INC. 401(k) Plan
Source: https://planprovider.pro/companies/joseph-j-magnolia-inc-401k-plan

> Joseph J. Magnolia, INC.'s 401(k) plan: 347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joseph J. Magnolia, INC.

- **Sponsor EIN:** 530235163

- **Sponsor Address:** 600 GALLATIN NE STREET, WASHINGTON, DC, 200172359

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

- **Total Participants:** 347

- **Total Assets:** $41.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|347|$41.4M|$1.0M|$1.7M|

| 2023|354|$36.8M|$905,637|$1.6M|

| 2022|373|$34.9M|$896,715|$1.6M|

## 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|

| MULLEN, SONDBERG, WIMBISH & STO|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|$109,954|$14,753|—|—|—|

| 2023|$91,902|$51,982|—|—|—|

| 2022|$179,449|$148,418|$31,001|—|—|

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