Plan Ledger DOL Form 5500 · updated monthly

J & K Pms, Inc401(k)

J & K PMS, INC 401K PLAN · FORT WORTH, TX · plan year 2022

Reported admin expense ratio · 2022
1.20%

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

J & K Pms, Inc reported $22,831 in plan administrative expenses for 2022: 1.20% of average plan assets, higher than ~90% of peers. Employer contributions averaged $405 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (4,999th of 5,688), and 4,672nd of 4,798 in finance & insurance. In 2022, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,771,844
Participants with balances151
Active participants208
Employer contributions$84,299
Employee contributions$196,000
Employer contribution per active participant$405
Average account balance$11,734
Benefits paid to participants$146,555
Plan auditUnmodified (clean) audit opinion
The J & K Pms, Inc 401(k) match · 2022
Employer contribution per active participant$405
Median for plans this size$1,114

J & K Pms, Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$22,831 · 1.20%
Same employer
Similar plansFinance & Insurance · Texas
Gold Star Finance, Inc. TX$2.5M · 0.15%
49 Management Company TX$1.6M · 0.54%
Oneshare Health, LLC TX$969K · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752524137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.