Plan Ledger DOL Form 5500 · updated monthly

J.A. Croson, LLC401(k)

J.A. CROSON, LLC 401(K) PROFIT SHARING PLAN · SORRENTO, FL · plan year 2024

Reported admin expense ratio · 2024
1.27%

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

J.A. Croson, LLC reported $45,334 in plan administrative expenses for 2024: 1.27% of average plan assets, higher than ~90% of peers. Employer contributions averaged $156 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 1.02% to 1.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Florida (2,659th of 3,644), and 4,195th of 5,337 in construction. In 2024, employees put in $8.58 for every $1.00 the employer contributed; active participation has shrunk from 286 to 198 since 2022.

Plan summary
Net assets, end of year$4,133,419
Participants with balances101
Active participants198
Employer contributions$30,931
Employee contributions$265,519
Employer contribution per active participant$156
Average account balance$40,925
Benefits paid to participants$374,811
Plan auditUnmodified (clean) audit opinion
AuditorBERMAN HOPKINS WRIGHT & LAHAM CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 101 accts · $31K emplr
2023$3.0M · 107 accts · $35K emplr
2022$2.7M · 121 accts · $41K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,242
Investment management$16,092
Total administrative$45,334
The J.A. Croson, LLC 401(k) match · 2024
Employer contribution per active participant$156
Median for plans this size$1,313
2024$156 per active participant
2023$139 per active participant
2022$142 per active participant

J.A. Croson, LLC's 2024 employer contribution ran below the $1,313 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$13,109
EMPOWER ADVISORY GROUP, LLC · Investment management$2,983

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$45,334 · 1.27%
2023$28,192 · 0.99%
2022$28,894 · 1.02%
Same employer
Similar plansConstruction · Florida
McEnany Roofing, Inc. FL$4.3M · 0.69%
Brw Contracting FL$4.3M · 0.86%
Kalos Services Inc. FL$4.3M · 0.28%
M.E. Construction Inc. FL$4.2M · 0.82%
Swk Management, Inc. FL$4.0M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200751984 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.