Plan Snapshot
- Plan Sponsor: W. M. Jordan Company, INC.
- Sponsor EIN: 540637212
- Sponsor Address: 11010 JEFFERSON AVE, NEWPORT NEWS, VA, 236012717
- Plan Type: 401(k)
- Total Participants: 309
- Total Assets: $64.0M
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 | 309 | $64.0M | $326,233 | $3.5M |
| 2023 | 286 | $56.8M | $308,639 | $3.3M |
| 2022 | 292 | $48.6M | $300,000 | $3.0M |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS, & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS, & COMPANY — 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 | $106,492 | $39,987 | $66,505 | — | — |
| 2023 | $95,947 | $39,992 | $55,955 | — | — |
| 2022 | $93,703 | $29,994 | $63,709 | — | — |