# Ergon, INC 401(k) Plan
Source: https://planprovider.pro/companies/ergon-inc-640503423-501

> Ergon, INC's 401(k) plan: 3,402 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ergon, INC

- **Sponsor EIN:** 640503423

- **Sponsor Address:** 2829 LAKELAND DR, JACKSON, MS, 39215

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

- **Plan Number:** 501

- **Total Participants:** 3,402

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2025|3,402|$0|$0|$0|

| 2024|2,901|$0|$0|$0|

| 2023|2,889|$0|$0|$0|

| 2022|2,805|$0|$0|$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|

| UMR, INC.|Other Service Provider|$2,071,725|$70,558|$2,142,283|

| ROSS & YERGER INSURANCE INC|Investment Advisor|$35,077|—|$35,077|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,177,360

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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