Plan Ledger DOL Form 5500 · updated monthly

E.R. Jahna Industries, Inc.401(k)

E.R. JAHNA INDUSTRIES, INC. 401(K) PLAN · LAKE WALES, FL · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

E.R. Jahna Industries, Inc. reported $25,165 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,627 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 0.12% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 900th-largest of 3,644 plans among Florida employers on file, and the 255th of 612 in mining, oil & gas extraction. In 2024, the employer put in $1.93 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$26,734,655
Participants with balances155
Active participants146
Employer contributions$1,843,490
Employee contributions$954,985
Employer contribution per active participant$12,627
Average account balance$172,482
Benefits paid to participants$1,445,656
Plan auditUnmodified (clean) audit opinion
AuditorBUNTING, TRIPP, & INGLEY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 155 accts · $1.8M emplr
2023$22.8M · 156 accts · $1.9M emplr
2022$19.9M · 139 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,165
Total administrative$25,165
The E.R. Jahna Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$12,627
Median for plans this size$2,416
2024$12,627 per active participant
2023$12,899 per active participant
2022$13,329 per active participant

E.R. Jahna Industries, Inc.'s 2024 employer contribution ran above the $2,416 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.

Service providers · 20247
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$25,165
INVESCO · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
HARBOR CAPITAL · Investment managementindirect comp
DODGE & COX · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
WELLS FARGO FUNDS TRUST · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$25,165 · 0.10%
2023$16,905 · 0.08%
2022$24,525 · 0.12%
Same employer
Similar plansMining, Oil & Gas Extraction · Florida
C & C North America Inc. FL$41.3M · 0.45%
Covoro Mining Solutions LLC TN$27.7M · 0.47%
Signal Hill Petroleum, Inc. CA$27.6M · 0.23%
Primeenergy Corporation TX$27.4M · 0.15%
Signal Peak Energy, LLC MT$26.7M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590874072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.