Plan Snapshot
- Plan Sponsor: Jwd Group, INC.
- Sponsor EIN: 161237691
- Sponsor Address: 300 COLVIN WOODS PKWY, TONAWANDA, NY, 141506976
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $33.9M
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 | 255 | $33.9M | $979,076 | $2.0M |
| 2023 | 244 | $30.0M | $910,002 | $1.9M |
| 2022 | 229 | $24.9M | $838,103 | $1.8M |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
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 | $55,941 | — | $55,941 | — | — |
| 2023 | $51,230 | — | $51,230 | — | — |
| 2022 | $43,860 | — | $43,860 | — | — |