Plan Snapshot
- Plan Sponsor: John R. Jurgensen & Associated Companies
- Sponsor EIN: 311656004
- Sponsor Address: 11641 MOSTELLER RD, CINCINNATI, OH, 45241
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $13.4M
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 | 150 | $13.4M | $524,610 | $636,324 |
| 2023 | 129 | $12.3M | $467,660 | $567,555 |
| 2022 | 115 | $11.7M | $398,025 | $490,754 |
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 | 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 | $14,853 | — | — | — | — |
| 2023 | $15,182 | — | — | — | — |
| 2022 | $14,269 | — | — | — | — |