# Jaggaer, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jaggaer-llc-401k-plan

> Jaggaer, LLC's 401(k) plan: 364 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RAYMOND JAMES & ASSOCIATES INC](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISOR

- [EISNERAMPER LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jaggaer-llc-401k-plan)

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