Plan Snapshot
- Plan Sponsor: J.R. Reingold & Associates, INC.
- Sponsor EIN: 521396000
- Sponsor Address: 1321 DUKE STREET, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 300
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 300 | $26.7M | $1.2M | $2.4M |
| 2023 | 250 | $21.4M | $0 | $2.1M |
| 2022 | 278 | $16.9M | $939,209 | $2.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $45,287 | — | $45,287 |
| ASCENSUS | OTHER SERVICES | — | $10,845 | $10,845 |
| OSAIC FA, INC. | INVESTMENT ADVISORY | $8,155 | $3 | $8,158 |
| GELMAN, ROSENBERG & FREEDMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS — OTHER SERVICES
- OSAIC FA, INC. — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,290
- Estimated Expense Ratio: 0.241% 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 | $53,443 | $8,156 | $45,287 | — | — |
| 2023 | $78,690 | $35,650 | $43,040 | — | — |
| 2022 | $60,255 | $22,248 | $38,007 | — | — |