Plan Snapshot
- Plan Sponsor: Jr Engineering, INC.
- Sponsor EIN: 341292078
- Sponsor Address: 5208 WOOSTER RD WEST, NORTON, OH, 44203
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 80 | $4.2M | $0 | $188,685 |
| 2023 | 85 | $3.7M | $0 | $196,892 |
| 2022 | 90 | $3.3M | $0 | $154,093 |
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 |
|---|---|---|---|---|
| HW & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HW & CO. — 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 | $120,637 | — | $2,881 | — | — |
| 2023 | $254,532 | — | $2,573 | — | — |
| 2022 | $1,913 | $1,680 | — | — | — |