Plan Snapshot
- Plan Sponsor: R.A Jones & Co. INC.
- Sponsor EIN: 461783155
- Sponsor Address: 807 WEST KIMBERLY ROAD, DAVENPORT, IA, 528065706
- Plan Type: DB
- Total Participants: 18
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 18 | $8.9M | $0 | $0 |
| 2023 | 19 | $8.6M | $0 | $0 |
| 2022 | 19 | $8.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| FLAGEL HUBER FLAGEL CPAS | Auditor | $15,089 | — | $15,089 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FLAGEL HUBER FLAGEL CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,089
- Estimated Expense Ratio: 0.169% 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 | $67,808 | — | — | $15,089 | — |
| 2023 | $110,053 | — | — | — | — |
| 2022 | $53,790 | — | — | — | $42,074 |