# Jwd Construction Services 401(k) Plan
Source: https://planprovider.pro/companies/jwd-construction-services-401k-plan

> Jwd Construction Services's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|

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