Plan Snapshot
- Plan Sponsor: Jrgo LLC Dba Integrity Assessment Group
- Sponsor EIN: 593722235
- Sponsor Address: 105 WEST 4TH STREET, CLARE, MI, 48617
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $6.1M
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 | 163 | $6.1M | $424,003 | $1.3M |
| 2023 | 144 | $4.1M | $306,104 | $1.0M |
| 2022 | 129 | $2.6M | $321,266 | $1.0M |
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 |
|---|---|---|---|---|
| KRUGGEL LAWTON & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL LAWTON & COMPANY, LLC — 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 | $51,493 | $4,417 | $39,541 | — | — |
| 2023 | $34,922 | — | $34,922 | — | — |
| 2022 | $30,831 | — | $30,831 | — | — |