Plan Snapshot
- Plan Sponsor: Jmg Insurance Corp.
- Sponsor EIN: 061387805
- Sponsor Address: P.O. BOX 700, NORWALK, CT, 06852
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $22.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 194 | $22.2M | $256,289 | $1.5M |
| 2023 | 213 | $21.0M | $251,934 | $1.5M |
| 2022 | 201 | $17.2M | $234,640 | $1.2M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $8,260 | $3,710 | $3,900 | — | — |
| 2023 | $10,664 | $6,964 | $3,300 | — | — |
| 2022 | $7,850 | — | — | — | — |