Plan Ledger DOL Form 5500 · updated monthly

J & L Ventures, LLC401(k)

J & L VENTURES, LLC RETIREMENT SAVINGS PLAN · ROME, GA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

J & L Ventures, LLC reported $14,794 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,046 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 0.06% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 852nd-largest of 2,160 plans among Georgia employers on file, and the 1,838th of 4,246 in wholesale trade. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has grown from 357 to 444 since 2022.

Plan summary
Net assets, end of year$20,681,115
Participants with balances509
Active participants444
Employer contributions$464,626
Employee contributions$1,281,641
Employer contribution per active participant$1,046
Average account balance$40,631
Benefits paid to participants$1,637,273
Plan auditUnmodified (clean) audit opinion
AuditorDOUGHERTY MCKINNON & LUBY
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 509 accts · $465K emplr
2023$18.2M · 477 accts · $423K emplr
2022$15.0M · 402 accts · $365K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,794
Total administrative$14,794
The J & L Ventures, LLC 401(k) match · 2024
Employer contribution per active participant$1,046
Median for plans this size$2,416
2024$1,046 per active participant
2023$1,006 per active participant
2022$1,022 per active participant

J & L Ventures, LLC'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 · 20241
ADP, INC. · Loan processing · Recordkeeping$14,793

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$14,794 · 0.08%
2023$10,122 · 0.06%
2022$9,983 · 0.06%
Same employer
Similar plansWholesale Trade · Georgia
Augusta Sportswear, Inc. GA$22.2M · 0.54%
Cheng Shin Rubber USA Inc GA$21.6M · 0.11%
Adisseo USA, Inc. GA$21.6M · 0.08%
Fox-Rowden-McBrayer, Inc. GA$21.2M · 0.07%
Ace Industries, Inc. GA$19.9M · 0.63%
Harbin Lumber Co., Inc. GA$19.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030404658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.