Plan Snapshot
- Plan Sponsor: Mjw Consolidated, INC.
- Sponsor EIN: 593740458
- Sponsor Address: 3805 FAYE RD, JACKSONVILLE, FL, 322262394
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $80.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $80.9M | $698,602 | $0 |
| 2023 | 106 | $57.2M | $1.7M | $0 |
| 2022 | 101 | $45.3M | $1.6M | $0 |
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 |
|---|---|---|---|---|
| GREATBANC | INVESTMENT MANAGEMENT | $16,348 | — | $16,348 |
| JOHN W HOWARD CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,348
- Estimated Expense Ratio: 0.020% 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 | $16,348 | $16,348 | — | — | — |
| 2023 | $15,067 | $15,067 | — | — | — |
| 2022 | $15,047 | $15,047 | — | — | — |