# Jwd Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jwd-group-inc-401k-plan

> Jwd Group, INC.'s 401(k) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bonadio-and-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|—|—|

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