# J.R. Reingold & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-r-reingold-associates-inc-401k-plan

> J.R. Reingold & Associates, INC.'s 401(k) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ascensus-llc) — OTHER SERVICES

- [OSAIC FA, INC.](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|

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