Plan Snapshot
- Plan Sponsor: Rjg Technologies, INC.
- Sponsor EIN: 382888955
- Sponsor Address: 3111 PARK DRIVE, TRAVERSE CITY, MI, 49686
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $16.8M
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 | 95 | $16.8M | $372,032 | $816,817 |
| 2023 | 92 | $14.6M | $392,815 | $845,414 |
| 2022 | 114 | $14.7M | $460,551 | $983,264 |
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 |
|---|---|---|---|---|
| REHMAN ROBSOM 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 | $55,359 | $52,306 | — | — | — |
| 2023 | $43,382 | $29,051 | — | — | — |
| 2022 | $51,921 | — | — | — | $51,921 |