Plan Snapshot
- Plan Sponsor: Jpw Industries, INC.
- Sponsor EIN: 910725798
- Sponsor Address: 427 NEW SANFORD ROAD, LA VERGNE, TN, 370864184
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $24.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 263 | $24.8M | $534,033 | $1.7M |
| 2023 | 288 | $21.7M | $524,963 | $1.7M |
| 2022 | 304 | $18.4M | $493,816 | $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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | $14,774 | — | $14,774 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,774
- Estimated Expense Ratio: 0.060% 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 | $128,876 | $45,847 | $68,255 | $14,774 | — |
| 2023 | $121,429 | $40,194 | $67,522 | $13,713 | — |
| 2022 | $120,948 | $42,457 | $66,243 | — | $12,248 |