# Jp Lamborn Co., INC 401(k) Plan
Source: https://planprovider.pro/companies/jp-lamborn-co-inc-401k-plan

> Jp Lamborn Co., INC's 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jp Lamborn Co., INC

- **Sponsor EIN:** 770035994

- **Sponsor Address:** 3663 E WAWONA AVE., FRESNO, CA, 93725

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

- **Total Participants:** 176

- **Total Assets:** $11.2M

## 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|176|$11.2M|$416,479|$556,986|

| 2023|176|$9.3M|$380,489|$531,177|

| 2022|176|$7.6M|$337,613|$448,709|

## 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|

| PINION WEALTH MANAGEMENT, LLC|INVESTMENT ADVISORY|$29,667|—|$29,667|

| ROUSH INVESTMENTS, LLC|INVESTMENT MANAGER|$27,044|—|$27,044|

| APS - PENTEGRA|TPA|$14,382|—|$14,382|

| PROACCOUNT|INVESTMENT ADVISORY|$12,056|—|$12,056|

| PENTEGRA SERVICES INC|TPA|$5,151|—|$5,151|

| PLANCHEC(K) CPA'S LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PINION WEALTH MANAGEMENT, LLC](https://planprovider.pro/provider/pinion-wealth-management-llc) — INVESTMENT ADVISORY

- [APS - PENTEGRA](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — TPA

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISORY

- [PLANCHEC(K) CPA'S LLC](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $88,300

- **Estimated Expense Ratio:** 0.787% 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|$95,079|—|$95,079|—|—|

| 2023|$96,334|—|$96,334|—|—|

| 2022|$89,001|—|$89,001|—|—|

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