Plan Ledger DOL Form 5500 · updated monthly

J & W Services & Equipment Company401(k)

J & W SERVICES & EQUIPMENT COMPANY 401K PLAN · MIDLAND, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

J & W Services & Equipment Company reported $770 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,870 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 0.007% to 0.006%. 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 2,523rd-largest of 5,688 plans among Texas employers on file, and 2,443rd of 4,246 in wholesale trade. In 2024, employees put in $1.72 for every $1.00 the employer contributed; active participation has grown from 131 to 188 since 2022.

Plan summary
Net assets, end of year$14,212,892
Participants with balances134
Active participants188
Employer contributions$539,616
Employee contributions$929,779
Employer contribution per active participant$2,870
Average account balance$106,066
Benefits paid to participants$1,190,079
Plan auditUnmodified (clean) audit opinion
AuditorD WILLIAMS & CO., INC.
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 134 accts · $540K emplr
2023$11.6M · 122 accts · $456K emplr
2022$8.6M · 101 accts · $302K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$770
Total administrative$770
The J & W Services & Equipment Company 401(k) match · 2024
Employer contribution per active participant$2,870
Median for plans this size$2,416
2024$2,870 per active participant
2023$2,848 per active participant
2022$2,309 per active participant

J & W Services & Equipment Company's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
PENTEC PENSION MGT GROUP INC · Contract administrator$420
CAPITAL GROUP RET PLAN SERVICES$350

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$770 · 0.01%
2023$550 · 0.01%
2022$650 · 0.01%
Same employer
Similar plansWholesale Trade · Texas
Allredi, LLC TX$14.5M · 0.32%
All-Pro Fasteners, Inc. TX$14.4M · 0.15%
Shoplc Global, Inc. TX$14.3M · 0.29%
Tramontina USA, Inc. TX$14.2M · 0.41%
Reece Supply Company, Inc. TX$13.8M · 0.57%
Refinery Specialties Inc. TX$13.4M · 0.03%
Varidesk, LLC TX$13.3M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751885190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.