Plan Snapshot
- Plan Sponsor: M.J. Hall & Company, INC.
- Sponsor EIN: 942235150
- Sponsor Address: PO BOX 192, STOCKTON, CA, 952010192
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $18.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $18.6M | $422,837 | $993,359 |
| 2023 | 112 | $18.4M | $411,864 | $954,006 |
| 2022 | 108 | $16.2M | $466,342 | $1.0M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $11,177 | — | $11,177 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,177
- Estimated Expense Ratio: 0.060% 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 | $11,177 | — | — | $11,177 | — |
| 2023 | — | — | — | — | — |
| 2022 | $14,580 | — | $14,580 | — | — |