Plan Snapshot
- Plan Sponsor: Jrt Mechanical, INC.
- Sponsor EIN: 911621477
- Sponsor Address: P.O. BOX 1450, BATTLE GROUND, WA, 98604
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $17.1M
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 | 250 | $17.1M | $524,951 | $571,701 |
| 2023 | 187 | $14.8M | $737,191 | $446,583 |
| 2022 | 162 | $13.4M | $569,941 | $369,421 |
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 |
|---|---|---|---|---|
| FIRST PACIFIC FINANCIAL, INC. | Investment Advisor | $54,471 | — | $54,471 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $29,677 | — | $29,677 |
| PENSION PLAN SPECIALISTS | Recordkeeper | $18,315 | $10,000 | $28,315 |
| EMPOWER ADVISORY GROUP | Investment Advisor | $6,159 | — | $6,159 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,622
- Estimated Expense Ratio: 0.695% 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 | $96,407 | $60,630 | $25,303 | — | — |
| 2023 | $81,697 | $55,085 | $21,692 | — | — |
| 2022 | $83,775 | $56,279 | $26,126 | — | — |