# Jwf Industries 401(k) Plan
Source: https://planprovider.pro/companies/jwf-industries-401k-plan

> Jwf Industries's 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jwf Industries

- **Sponsor EIN:** 251618979

- **Sponsor Address:** 84 IRON ST, JOHNSTOWN, PA, 15901

- **Plan Type:** 401(k)

- **Total Participants:** 318

- **Total Assets:** $44.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|318|$44.9M|$1.3M|$1.6M|

| 2023|380|$39.7M|$1.3M|$1.5M|

| 2022|287|$32.2M|$1.2M|$1.3M|

## 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|

| AMERISERV WEALTH & CAPITAL MGMT|TRUSTEE|$127,354|—|$127,354|

| WESSEL AND COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WESSEL AND COMPANY](https://planprovider.pro/provider/wessel-and-company) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,354

- **Estimated Expense Ratio:** 0.284% 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|$127,354|$127,354|—|—|—|

| 2023|$105,139|$105,139|—|—|—|

| 2022|$102,701|$102,701|—|—|—|

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