# Jrt Mechanical, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jrt-mechanical-inc-401k-plan

> Jrt Mechanical, INC.'s 401(k) plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BARRETT & COMPANY|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|$96,407|$60,630|$25,303|—|—|

| 2023|$81,697|$55,085|$21,692|—|—|

| 2022|$83,775|$56,279|$26,126|—|—|

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