Plan Snapshot
- Plan Sponsor: Jagenberg Us Holding, INC.
- Sponsor EIN: 273358020
- Sponsor Address: P.O. BOX 6128, SPARTANBURG, SC, 29304
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 163 | $14.7M | $353,724 | $606,462 |
| 2023 | 157 | $13.6M | $326,810 | $608,603 |
| 2022 | 145 | $12.3M | $337,436 | $673,798 |
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 |
|---|---|---|---|---|
| MMA SECURITIES, LLC | INVESTMENT ADVISOR | $16,701 | — | $16,701 |
| COMPENSATION SYSTEMS, INC. | THIRD PARTY ADMIN | — | $6,864 | $6,864 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,565
- Estimated Expense Ratio: 0.161% 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 | $5,801 | — | — | — | — |
| 2023 | $781 | — | — | — | — |
| 2022 | $2,019 | — | $2,019 | — | — |