Plan Snapshot
- Plan Sponsor: Jwd Construction Services
- Sponsor EIN: 341390381
- Sponsor Address: 14376 N. CHESHIRE ST., BURTON, OH, 44021
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $4.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 118 | $4.3M | $49,834 | $476,337 |
| 2023 | 127 | $4.8M | $48,832 | $455,111 |
| 2022 | 140 | $4.9M | $70,111 | $640,186 |
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 |
|---|---|---|---|---|
| BEACON FINANCIAL GROUP, INC. | SERVICE PROVIDER | — | $15,692 | $15,692 |
| STEFANEK REGALBUTO LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACON FINANCIAL GROUP, INC. — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,692
- Estimated Expense Ratio: 0.363% 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 | $14,000 | $3,988 | $3,250 | — | — |
| 2023 | $3,950 | — | — | — | — |
| 2022 | $28,328 | — | — | — | $28,328 |