# Jwc Environmental, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jwc-environmental-inc-401k-plan

> Jwc Environmental, INC.'s 401(k) plan: 154 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/equitable) — INVESTMENT ADVISOR

- [HAM, LANGSTON & BREZINA, LLP](https://planprovider.pro/provider/ham-langston-and-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|—|—|

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