# Jagenberg Us Holding, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jagenberg-us-holding-inc-401k-plan

> Jagenberg Us Holding, INC.'s 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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