Retirement plan

J.V. MANUFACTURING COMPANY, INC. 401(K) RETIREMENT PLAN

Name: J. V. MANUFACTURING COMPANY, INC. - J.V. MANUFACTURING COMPANY, INC. 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: J. V. MANUFACTURING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J.V. MANUFACTURING COMPANY, INC. 401(K) RETIREMENT PLAN, J. V. MANUFACTURING COMPANY, INC.

J. V. MANUFACTURING COMPANY, INC.EIN 25-1264233Plan #001PY 2025

1603 BURTNER ROAD - NATRONA HEIGHTS, PA 150659801724-224-1704

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$17.1M

+14.3% from 2024

Total participants

132

-13.2% from 2024

Average account balance

$132,534

+29.4% from 2024

Annual return

16.64%

+4.81 pp from 2024

Benchmarks

See 9,879 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort9,879 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$17.10M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$133K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

129

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$952K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.64%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$454

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 SERVICES · IRVINE, CA 92618	Recordkeeping Fees	$13,348
METRO BENEFITS, INC.9 years Service code 13 THE EXECUTIVE BLDG. · PITTSBURGH, PA 15237	Contract Administrator	$10,739
GLOBAL RETIREMENT PARTNERS LLC3 years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903	Advisory (Plan)	$9,196
JV MANUFACTURING CO., INC.8 years Service code 99 1603 BURTNER ROAD · NARONA HEIGHTS, PA 15065	Other Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$59K

$623 / participant

Recordkeeping$59K100.0%

% of EOY assets

0.342%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$132,534

$95,453+38.8%

$112,040+18.3%

$82,448+60.7%

Participation rate

96.8%

72.8%+24.1pp

76.5%+20.3pp

68.1%+28.7pp

Annual return

16.64%

23.92%-7.3pp

24.52%-7.9pp

41.64%-25.0pp

Employer contribution / active EE

$3,599

$2,318+55.3%

$2,954+21.8%

$2,551+41.1%

Participant deferral / active EE

$6,534

$4,224+54.7%

$5,098+28.2%

$4,139+57.8%

Admin fee / account holder

$454

$9,013-95.0%

$12,098-96.3%

$7,234-93.7%

Provider

Service type

Compensation

AMERICAN FUNDS2 years

Filed as: CAPITAL GROUP RETIREMENT PLAN

Service code 64

SERVICES · IRVINE, CA 92618

Recordkeeping Fees

$13,348

METRO BENEFITS, INC.9 years

Service code 13

THE EXECUTIVE BLDG. · PITTSBURGH, PA 15237

Contract Administrator

$10,739

GLOBAL RETIREMENT PARTNERS LLC3 years

Service code 27

4340 REDWOOD HWY · SAN RAFAEL, CA 94903

Advisory (Plan)

$9,196

JV MANUFACTURING CO., INC.8 years

Service code 99

1603 BURTNER ROAD · NARONA HEIGHTS, PA 15065

Other Fees

J.V. MANUFACTURING COMPANY, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J.V. MANUFACTURING COMPANY, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion