Plan Snapshot
- Plan Sponsor: Jaeger Lumber & Supply Company, INC
- Sponsor EIN: 221016175
- Sponsor Address: 2322 MORRIS AVENUE, UNION, NJ, 070830126
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $23.4M
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 | 131 | $23.4M | $437,918 | $692,221 |
| 2023 | 129 | $21.0M | $459,962 | $670,750 |
| 2022 | 122 | $18.0M | $323,905 | $648,609 |
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 |
|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | Recordkeeper | $30,455 | — | $30,455 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,455
- Estimated Expense Ratio: 0.130% 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 | $30,455 | — | $4,410 | — | — |
| 2023 | $28,632 | — | $3,449 | $22,083 | — |
| 2022 | $37,900 | — | $2,425 | — | $35,475 |