Plan Snapshot
- Plan Sponsor: J & B Group INC.
- Sponsor EIN: 411806598
- Sponsor Address: 13200 43RD STREET NORTH EAST, ST. MICHAEL, MN, 55376
- Plan Type: 401(k)
- Total Participants: 607
- Total Assets: $96.0M
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 | 607 | $96.0M | $1.2M | $4.6M |
| 2023 | 637 | $90.6M | $1.3M | $4.4M |
| 2022 | 648 | $76.7M | $1.5M | $4.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | -$226,761 | — | $300 | — | — |
| 2023 | $76,441 | — | — | — | — |
| 2022 | -$15,371 | — | — | — | — |