Plan Ledger DOL Form 5500 · updated monthly

Clintwood Jod LLC401(k)

CLINTWOOD JOD, LLC 401(K) PLAN · BELCHER, KY · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Clintwood Jod LLC reported $3,344 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,960 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 fell from 0.57% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Kentucky (698th of 871), and 3,844th of 4,246 in wholesale trade. In 2024, employees put in $1.54 for every $1.00 the employer contributed; active participation has shrunk from 245 to 153 since 2022.

Plan summary
Net assets, end of year$3,669,326
Participants with balances147
Active participants153
Employer contributions$452,918
Employee contributions$697,545
Employer contribution per active participant$2,960
Average account balance$24,961
Benefits paid to participants$231,048
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHECK CPAS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 147 accts · $453K emplr
2023$2.3M · 125 accts · $447K emplr
2022$1.0M · 118 accts · $410K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,344
Total administrative$3,344
The Clintwood Jod LLC 401(k) match · 2024
Employer contribution per active participant$2,960
Median for plans this size$1,313
2024$2,960 per active participant
2023$1,464 per active participant
2022$1,674 per active participant

Clintwood Jod LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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.

Administrative cost history3
2024$3,344 · 0.11%
2023$5,727 · 0.35%
2022$3,092 · 0.57%
Same employer
Similar plansWholesale Trade · Kentucky
Ki (USA) Corporation KY$5.4M · 0.14%
Brown Foodservice, Inc. KY$4.4M · 0.17%
Wiseway Inc. KY$4.4M · 0.02%
Max Arnold & Sons, LLC KY$2.7M · 0.72%
Childers Oil Co. KY$1.7M · 0.50%
Blend Pak Inc KY$620K · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843158359 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.