Plan Snapshot
- Plan Sponsor: Jr Management, INC.
- Sponsor EIN: 831020206
- Sponsor Address: PO BOX 358874, GAINESVILLE, FL, 32635
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $2.2M
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 | 423 | $2.2M | $285,763 | $506,347 |
| 2023 | 374 | $1.4M | $234,510 | $451,939 |
| 2022 | 341 | $675,948 | $200,135 | $368,981 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $49,441 | $13,132 | $35,759 | — | — |
| 2023 | $34,013 | $6,955 | $27,058 | — | — |
| 2022 | $10,371 | $1,844 | $8,527 | — | — |