Plan Snapshot
- Plan Sponsor: M & J Management Corporation
- Sponsor EIN: 251200758
- Sponsor Address: 1366 OLD FREEPORT ROAD, PITTSBURGH, PA, 15238
- Plan Type: 401(k)
- Total Participants: 477
- Total Assets: $5.4M
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 | 477 | $5.4M | $0 | $230,804 |
| 2023 | 424 | $5.2M | $0 | $222,700 |
| 2022 | 448 | $4.6M | $0 | $220,540 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $29,499 | — | $29,499 |
| FIRST NATIONAL TRUST COMPANY | NONE | $21,027 | — | $21,027 |
| H2R CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- H2R CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,526
- Estimated Expense Ratio: 0.940% 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 | $30,322 | — | $29,293 | — | — |
| 2023 | $48,659 | $21,986 | $7,382 | — | — |
| 2022 | $32,736 | $25,170 | $7,566 | — | — |