Plan Snapshot
- Plan Sponsor: L.E. Jones Company
- Sponsor EIN: 381359401
- Sponsor Address: 1200 34TH AVENUE, MENOMINEE, MI, 49858
- Plan Type: 401(k)
- Total Participants: 379
- Total Assets: $46.9M
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 | 379 | $46.9M | $1.4M | $1.9M |
| 2023 | 406 | $43.2M | $1.7M | $2.0M |
| 2022 | 450 | $36.9M | $1.3M | $1.9M |
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 |
|---|---|---|---|---|
| KEB | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KEB — 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 | $152,645 | $86,862 | $65,783 | — | — |
| 2023 | $133,579 | $76,275 | $57,304 | — | — |
| 2022 | $124,816 | $71,313 | $53,503 | — | — |