Plan Snapshot
- Plan Sponsor: Jaggaer, LLC
- Sponsor EIN: 562127592
- Sponsor Address: PO BOX 12768, DURHAM, NC, 27709
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $84.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 364 | $84.5M | $1.0M | $5.2M |
| 2023 | 363 | $70.5M | $1.0M | $4.7M |
| 2022 | 390 | $57.3M | $778,421 | $4.6M |
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 | $86,734 | — | $86,734 |
| RAYMOND JAMES & ASSOCIATES INC | INVESTMENT ADVISOR | $32,896 | — | $32,896 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RAYMOND JAMES & ASSOCIATES INC — INVESTMENT ADVISOR
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,630
- Estimated Expense Ratio: 0.142% 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 | $119,630 | $32,986 | — | — | — |
| 2023 | $88,011 | — | — | — | — |
| 2022 | $62,276 | — | — | — | — |