Plan Snapshot
- Plan Sponsor: Journal Publishing Company
- Sponsor EIN: 640183970
- Sponsor Address: 1242 S. GREEN STREET, TUPELO, MS, 38804
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 97 | $9.7M | $110,000 | $196,231 |
| 2023 | 116 | $9.0M | $0 | $214,304 |
| 2022 | 127 | $8.1M | $0 | $205,025 |
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 |
|---|---|---|---|---|
| NAIL MCKINNEY, PA | 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 | $13,109 | — | $13,109 | — | — |
| 2023 | $20,215 | — | $9,865 | $10,350 | — |
| 2022 | $21,157 | — | $21,157 | — | — |