Plan Snapshot
- Plan Sponsor: Juniper Health, INC.
- Sponsor EIN: 043779582
- Sponsor Address: PO BOX 690, BEATTYVILLE, KY, 41311
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 163 | $5.6M | $257,862 | $497,840 |
| 2023 | 163 | $4.6M | $236,533 | $424,838 |
| 2022 | 150 | $3.4M | $208,642 | $374,226 |
| 2019 | 115 | $1.8M | $161,049 | $254,107 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Other Service Provider | $31,014 | — | $31,014 |
| MML INVESTORS SERVICES, LLC | INVESTMENT ADVISOR | — | $26,063 | $26,063 |
| RETIREMENT MANAGEMENT SERVICES | THIRD PARTY ADMIN | $9,761 | — | $9,761 |
| NATIONWIDE LIFE INSURANCE COMPANY | RECORDKEEPER | $5,734 | — | $5,734 |
| KELLEY GALLOWAY SMITH GOLLSBY, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Other Service Provider
- MML INVESTORS SERVICES, LLC — INVESTMENT ADVISOR
- NATIONWIDE LIFE INSURANCE COMPANY — RECORDKEEPER
- KELLEY GALLOWAY SMITH GOLLSBY, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,572
- Estimated Expense Ratio: 1.304% 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 | $13,609 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |
| 2019 | — | — | — | — | — |