Plan Snapshot
- Plan Sponsor: M&J Valve Services INC
- Sponsor EIN: 721138121
- Sponsor Address: PO BOX 3307, LAFAYETTE, LA, 70507
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $7.0M
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 | 133 | $7.0M | $215,134 | $471,802 |
| 2023 | 124 | $6.1M | $209,107 | $441,240 |
| 2022 | 117 | $4.8M | $196,737 | $427,512 |
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 |
|---|---|---|---|---|
| ARSEMENT REDD GARDNER BENOIT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARSEMENT REDD GARDNER BENOIT LLC — 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 | $39,303 | $25,596 | $12,847 | — | — |
| 2023 | $30,694 | $20,622 | $9,212 | — | — |
| 2022 | $29,122 | $19,319 | $9,803 | — | — |