# W. M. Jordan Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/w-m-jordan-company-inc-401k-plan

> W. M. Jordan Company, INC.'s 401(k) plan: 309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$66,504|—|$66,504|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|$29,980|$20|$30,000|

| WELLTH ADVISORY SERVICES, LLC|INVESTMENT ADVISORY|$9,993|$7|$10,000|

| BROWN, EDWARDS, & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [BROWN, EDWARDS, & COMPANY](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $106,504

- **Estimated Expense Ratio:** 0.166% 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|$106,492|$39,987|$66,505|—|—|

| 2023|$95,947|$39,992|$55,955|—|—|

| 2022|$93,703|$29,994|$63,709|—|—|

## Similar Plans

- [L F Jennings INC.](https://planprovider.pro/companies/l-f-jennings-inc-401k-plan) — 331 participants

- [Rand Construction Corporation](https://planprovider.pro/companies/rand-construction-corporation-401k-plan) — 334 participants

- [Michael & Son Services, INC.](https://planprovider.pro/companies/michael-son-services-inc-401k-plan) — 501 participants

- [Hitt Contracting INC.](https://planprovider.pro/companies/hitt-contracting-inc-plan-002) — 3,766 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/w-m-jordan-company-inc-401k-plan)

© 2026 PlanProvider.Pro