Plan Snapshot
- Plan Sponsor: Jwc Environmental, INC.
- Sponsor EIN: 452771126
- Sponsor Address: 2850 S. RED HILL AVENUE, STE. 125, SANTA ANA, CA, 92705
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 154 | $15.6M | $350,920 | $900,357 |
| 2022 | 158 | $13.9M | $318,689 | $850,296 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL SERVICES, LLC | INVESTMENT ADVISOR | $85,000 | — | $85,000 |
| EMPOWER ANNUITY INS COMPANY OF AMER | RECORDKEEPER | $10,568 | — | $10,568 |
| PENSION PROFESSIONALS, INC. | TPA | $10,262 | — | $10,262 |
| HAM, LANGSTON & BREZINA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL SERVICES, LLC — INVESTMENT ADVISOR
- HAM, LANGSTON & BREZINA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,830
- Estimated Expense Ratio: 0.680% 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 |
|---|---|---|---|---|---|
| 2023 | $52,915 | — | $1,878 | — | — |
| 2022 | $36,384 | $22,062 | $14,322 | — | — |