# Arjo INC. 401(k) Plan
Source: https://planprovider.pro/companies/arjo-inc-401k-plan

> Arjo INC.&#39;s 401(k) plan: 861 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Arjo INC.

- **Sponsor EIN:** 362999230

- **Sponsor Address:** 2349 W. LAKE ST., ADDISON, IL, 60101

- **Plan Type:** 401(k)

- **Total Participants:** 861

- **Total Assets:** $112.6M

## 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|861|$112.6M|$3.7M|$6.3M|

| 2023|879|$104.5M|$3.5M|$5.9M|

| 2022|819|$93.4M|$3.5M|$6.0M|

## 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|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$38,854|—|$38,854|

| STIFEL, NICOLAUS & CO. INC|RETIANED BY EMPLOYER|$37,500|—|$37,500|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [STIFEL, NICOLAUS & CO. INC](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — RETIANED BY EMPLOYER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,354

- **Estimated Expense Ratio:** 0.068% 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|$76,353|$43,743|$32,610|—|—|

| 2023|$27,871|$11,866|$16,005|—|—|

| 2022|$41,044|$9,966|$31,078|—|—|

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