Plan Snapshot
- Plan Sponsor: R & J Investment Co., INC.
- Sponsor EIN: 340968965
- Sponsor Address: 37800 FRENCH CREEK ROAD, AVON, OH, 44011
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 85 | $3.5M | $14,675 | $80,372 |
| 2023 | 122 | $3.9M | $16,859 | $93,881 |
| 2022 | 123 | $3.6M | $16,463 | $101,182 |
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 |
|---|---|---|---|---|
| SIKICH LLP | 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 | $900,822 | — | $10,035 | — | — |
| 2023 | $361,516 | — | $9,929 | — | — |
| 2022 | $10,053 | — | — | — | — |