Plan Ledger DOL Form 5500 · updated monthly

C. R. Jackson, Inc.401(k)

C. R. JACKSON, INC. & N. W. WHITE & CO. 401(K) PROFIT SHARING PLAN · COLUMBIA, SC · plan year 2024

Reported admin expense ratio · 2024
0.25%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

C. R. Jackson, Inc. reported $70,475 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,610 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.12% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 189th-largest of 807 plans among South Carolina employers on file, and the 1,548th of 5,337 in construction. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 664 to 911 since 2022.

Plan summary
Net assets, end of year$29,518,904
Participants with balances562
Active participants911
Employer contributions$1,466,433
Employee contributions$2,321,791
Employer contribution per active participant$1,610
Average account balance$52,525
Benefits paid to participants$5,592,696
Plan auditUnmodified (clean) audit opinion
AuditorMOORE BEAUSTON & WOODHAM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.5M · 562 accts · $1.5M emplr
2023$27.5M · 545 accts · $1.2M emplr
2022$24.0M · 519 accts · $997K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,050
Investment management$56,425
Total administrative$70,475
The C. R. Jackson, Inc. 401(k) match · 2024
Employer contribution per active participant$1,610
Median for plans this size$2,416
2024$1,610 per active participant
2023$1,452 per active participant
2022$1,501 per active participant

C. R. Jackson, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$44,377
LPL FINANCIAL LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$70,475 · 0.25%
2023$45,826 · 0.18%
2022$30,195 · 0.12%
Same employer
Similar plansConstruction · South Carolina
Tindall Corporation SC$93.1M · 0.30%
Bonitz, Inc. SC$71.6M
Morgan Corp SC$28.5M · 0.08%
Evans Management Group, LLC SC$20.9M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570575863 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.