# Roy Jorgensen Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/roy-jorgensen-associates-inc-401k-plan

> Roy Jorgensen Associates, INC.'s 401(k) plan: 1,109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roy Jorgensen Associates, INC.

- **Sponsor EIN:** 520850711

- **Sponsor Address:** PO BOX 70, BUCKEYSTOWN, MD, 21717

- **Plan Type:** 401(k)

- **Total Participants:** 1,109

- **Total Assets:** $35.4M

## 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|1,109|$35.4M|$700,572|$3.2M|

| 2023|1,007|$31.9M|$762,636|$3.0M|

| 2022|950|$26.9M|$494,725|$2.7M|

## 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|

| MORGAN STANLEY SMITH BARNEY|ADVISOR|—|$65,325|$65,325|

| ELLIN & TUCKER CHARTERED|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — ADVISOR

- [ELLIN & TUCKER CHARTERED](https://planprovider.pro/provider/ellin-and-tucker-chartered) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $65,325

- **Estimated Expense Ratio:** 0.185% 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|$2,168|—|—|—|—|

| 2023|$1,738|—|—|—|—|

| 2022|$1,781|—|—|—|—|

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