# L.E. Jones Company 401(k) Plan
Source: https://planprovider.pro/companies/l-e-jones-company-401k-plan

> L.E. Jones Company's 401(k) plan: 379 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NICOLET NATIONAL BANK|RETAINED BY PLAN SPONSOR|$86,291|—|$86,291|

| JOHN HANCOCK RETIREMENT PLAN SVCS|RETAINED BY PLAN SPONSOR|$66,354|—|$66,354|

| KEB|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK RETIREMENT PLAN SVCS](https://planprovider.pro/provider/john-hancock) — RETAINED BY PLAN SPONSOR

- [KEB](https://planprovider.pro/provider/kerber-eck-and-braeckel-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $152,645

- **Estimated Expense Ratio:** 0.326% 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|$152,645|$86,862|$65,783|—|—|

| 2023|$133,579|$76,275|$57,304|—|—|

| 2022|$124,816|$71,313|$53,503|—|—|

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