# John R. Jurgensen & Associated Companies 401(k) Plan
Source: https://planprovider.pro/companies/john-r-jurgensen-associated-companies-401k-plan-001

> John R. Jurgensen & Associated Companies's 401(k) plan: 283 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** John R. Jurgensen & Associated Companies

- **Sponsor EIN:** 350844079

- **Sponsor Address:** 11641 MOSTELLER ROAD, CINCINNATI, OH, 45241

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

- **Total Participants:** 283

- **Total Assets:** $18.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|283|$18.1M|$663,084|$1.2M|

| 2023|257|$16.5M|$610,076|$1.1M|

| 2022|241|$13.4M|$539,296|$957,102|

## 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|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|—|—|$0|

## 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|$28,601|—|$1,500|—|—|

| 2023|$23,716|—|—|—|—|

| 2022|$22,330|—|—|—|—|

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