Plan Snapshot
- Plan Sponsor: Jorgensen And Sons INC
- Sponsor EIN: 941477041
- Sponsor Address: 2467 FOUNDRY PARK AVE, FRESNO, CA, 93706
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 135
- Total Assets: $4.3M
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 | 135 | $4.3M | $0 | $314,722 |
| 2023 | 139 | $4.4M | $0 | $306,277 |
| 2022 | 131 | $4.2M | $545 | $378,448 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $22,272 | — | $22,272 |
| NATIONWIDE | Investment Advisor | $20,718 | — | $20,718 |
| NATIONWIDE | Recordkeeper | $20,718 | — | $20,718 |
| NEXUS ADMINISTRATORS | Recordkeeper | $15,737 | — | $15,737 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
- NATIONWIDE — Investment Advisor
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,445
- Estimated Expense Ratio: 1.841% 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 | $58,727 | $22,272 | $15,737 | — | — |
| 2023 | $62,970 | $62,970 | — | — | — |
| 2022 | $64,452 | $64,452 | — | — | — |