Plan Snapshot
- Plan Sponsor: Jag - One Intermediate Holdings
- Sponsor EIN: 831033256
- Sponsor Address: 981 US 22, BRIDGEWATER, NJ, 08807
- Plan Type: DC
- Total Participants: 1,956
- Total Assets: $31.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,956 | $31.9M | $1.5M | $3.3M |
| 2023 | 899 | $23.9M | $1.3M | $2.7M |
| 2022 | 780 | $16.7M | $926,438 | $2.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $12,034 | — | $12,034 |
| WILLIAMS BENATOR & LIBBY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WILLIAMS BENATOR & LIBBY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,034
- Estimated Expense Ratio: 0.038% 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 | $12,034 | — | — | — | — |
| 2023 | $6,152 | — | — | — | — |
| 2022 | $4,024 | — | — | — | — |