# Jr Technology Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jr-technology-group-llc-401k-plan

> Jr Technology Group, LLC's 401(k) plan: 1,460 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jr Technology Group, LLC

- **Sponsor EIN:** 473258765

- **Sponsor Address:** 7275 RED ARROW HWY, STEVENSVILLE, MI, 49127

- **Plan Type:** 401(k)

- **Total Participants:** 1,460

- **Total Assets:** $171.6M

## 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|1,460|$171.6M|$4.1M|$13.6M|

| 2023|1,522|$147.0M|$4.2M|$13.9M|

| 2022|1,707|$116.6M|$4.3M|$13.9M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$237,121|—|$237,121|

| CREATIVE PLANNING, INC.|INVESTMENT ADVISORY|—|$30,000|$30,000|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING, INC.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $267,121

- **Estimated Expense Ratio:** 0.156% 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|$237,121|—|$237,121|—|—|

| 2023|$193,368|—|$193,368|—|—|

| 2022|$179,654|—|$179,654|—|—|

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