Plan Snapshot
- Plan Sponsor: Juniper Ring Acquisitions, LLC
- Sponsor EIN: 873149787
- Sponsor Address: 2980 TURNER ROAD, JAMESTOWN, NY, 147019024
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 123 | $3.0M | $175,006 | $417,314 |
| 2023 | 138 | $2.7M | $174,923 | $425,954 |
| 2022 | 160 | $2.1M | $129,679 | $305,201 |
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 |
|---|---|---|---|---|
| SONZOGNI, BOTTITTO & COOPER, LLC | Auditor | — | — | $0 |
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 | $12,436 | — | — | — | — |
| 2023 | $10,880 | — | — | — | — |
| 2022 | $4,807 | $4,807 | — | — | — |