Plan Snapshot
- Plan Sponsor: James River Group, INC.
- Sponsor EIN: 050539572
- Sponsor Address: 6641 WEST BROAD STREET SUITE 300, RICHMOND, VA, 23230
- Plan Type: 401(k)
- Total Participants: 645
- Total Assets: $100.7M
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 | 645 | $100.7M | $4.2M | $6.1M |
| 2023 | 652 | $87.1M | $4.0M | $6.1M |
| 2022 | 637 | $72.3M | $3.5M | $5.2M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $64,273 | $24,287 | — | — | — |
| 2023 | $47,970 | $13,277 | — | — | — |
| 2022 | $35,902 | $2,509 | $33,093 | — | $300 |