# Jergens, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jergens-inc-340249036-001

> Jergens, INC.'s 401(k) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jergens, INC.

- **Sponsor EIN:** 340249036

- **Sponsor Address:** 15700 S WATERLOO ROAD, CLEVELAND, OH, 44110

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 252

- **Total Assets:** $26.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|252|$26.2M|$728,463|$1.5M|

| 2023|245|$26.6M|$668,816|$1.5M|

| 2022|265|$23.9M|$692,355|$1.5M|

## 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|

| HIGHLAND CONSULTING ASSOCIATES, INC|Other Service Provider|$32,478|—|$32,478|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$26,628|—|$26,628|

| SIKICH CPA LLC|Auditor|$7,500|—|$7,500|

### 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

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,606

- **Estimated Expense Ratio:** 0.255% 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|$66,606|—|—|$7,500|—|

| 2023|$66,353|—|—|$15,000|—|

| 2022|$61,617|—|—|—|—|

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