# M & J Management Corporation 401(k) Plan
Source: https://planprovider.pro/companies/m-j-management-corporation-401k-plan

> M & J Management Corporation's 401(k) plan: 477 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [H2R CPA](https://planprovider.pro/provider/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|—|—|

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