Plan Snapshot
- Plan Sponsor: Jr Manufacturing, INC.
- Sponsor EIN: 341949320
- Sponsor Address: 900 WEST INDUSTRIAL DRIVE, FORT RECOVERY, OH, 45846
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $13.3M
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 | 179 | $13.3M | $290,751 | $746,959 |
| 2023 | 167 | $11.6M | $307,377 | $777,628 |
| 2022 | 176 | $9.3M | $272,980 | $701,116 |
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 |
|---|---|---|---|---|
| SHULTZ, HUBER & ASSOCIATES, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHULTZ, HUBER & ASSOCIATES, INC — 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 | $4,954 | — | — | — | — |
| 2023 | $4,044 | — | — | — | — |
| 2022 | $5,150 | — | $5,150 | — | — |