# Jre Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jre-holdings-inc-401k-plan

> Jre Holdings, INC.'s 401(k) plan: 1,985 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jre Holdings, INC.

- **Sponsor EIN:** 542016503

- **Sponsor Address:** 11047 LEADBETTER ROAD, ASHLAND, VA, 23005

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

- **Total Participants:** 1,985

- **Total Assets:** $181.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,985|$181.7M|$5.9M|$11.9M|

| 2023|1,819|$148.5M|$3.9M|$11.0M|

| 2022|1,907|$127.4M|$6.0M|$10.4M|

## 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|$244,581|—|$244,581|

| CAPFINANCIAL PARTNERS, LLC|INVESTMENT ADVISORY|$113,995|$47|$114,042|

| KCOE ISOM, LLP|ACCOUNTANT|—|$19,500|$19,500|

### Verified Provider Profiles

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

- [KCOE ISOM, LLP](https://planprovider.pro/provider/kcoe-isom-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $378,123

- **Estimated Expense Ratio:** 0.208% 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|$358,625|$113,995|$244,630|—|—|

| 2023|$348,673|$101,576|$247,097|—|—|

| 2022|$335,612|$109,232|$226,380|—|—|

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