Plan Ledger DOL Form 5500 · updated monthly

Hampton Jitney, Inc.401(k)

HAMPTON JITNEY, INC. 401(K) RETIREMENT SAVINGS PLAN · CALVERTON, NY · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Hampton Jitney, Inc. reported $46,723 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $943 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 3 years on file its reported administrative ratio has held roughly steady near 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New York (3,518th of 5,648), and the 1,112th of 2,677 in transportation & warehousing. In 2024, employees put in $4.22 for every $1.00 the employer contributed; active participation has shrunk from 197 to 157 since 2022.

Plan summary
Net assets, end of year$10,698,709
Participants with balances157
Active participants157
Employer contributions$148,035
Employee contributions$624,443
Employer contribution per active participant$943
Average account balance$68,145
Benefits paid to participants$848,987
Plan auditUnmodified (clean) audit opinion
AuditorTMI CPA PC
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 157 accts · $148K emplr
2023$9.7M · 163 accts · $124K emplr
2022$8.7M · 188 accts · $106K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,723
Total administrative$46,723
The Hampton Jitney, Inc. 401(k) match · 2024
Employer contribution per active participant$943
Median for plans this size$2,416
2024$943 per active participant
2023$802 per active participant
2022$538 per active participant

Hampton Jitney, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$46,723
PARK AVENUE SECURITIES · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$46,723 · 0.46%
2023$43,758 · 0.48%
2022$41,510 · 0.44%
Similar plansTransportation & Warehousing · New York
Matthews Buses, Inc. NY$11.7M · 0.13%
Talon Air, LLC NY$10.5M · 0.23%
Keith Titus Corp. NY$9.6M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112330835 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.