Plan Snapshot
- Plan Sponsor: J.R. Group, INC.
- Sponsor EIN: 223478814
- Sponsor Address: 1230 ROUTE 73 S., MT. LAUREL, NJ, 08054
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $21.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 162 | $21.8M | $61,595 | $972,484 |
| 2023 | 231 | $20.1M | $69,179 | $945,011 |
| 2022 | 238 | $17.1M | $0 | $987,076 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
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 | $2,224 | — | — | — | — |
| 2023 | $28,359 | — | — | — | — |
| 2022 | $2,125 | — | — | — | — |