Plan Ledger DOL Form 5500 · updated monthly

J.B. Coxwell Contracting, Inc.401(k)

J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

J.B. Coxwell Contracting, Inc. reported $96,486 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,767 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 0.54% to 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,215th-largest of 3,644 plans among Florida employers on file, and the 2,192nd of 5,337 in construction. In 2024, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 256 to 291 since 2022.

Plan summary
Net assets, end of year$17,828,039
Participants with balances339
Active participants291
Employer contributions$805,080
Employee contributions$1,068,960
Employer contribution per active participant$2,767
Average account balance$52,590
Benefits paid to participants$546,402
Plan auditUnmodified (clean) audit opinion
AuditorBERMAN HOPKINS WRIGHT & LAHAM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 339 accts · $805K emplr
2023$14.1M · 316 accts · $716K emplr
2022$10.9M · 314 accts · $671K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,987
Investment management$52,499
Total administrative$96,486
The J.B. Coxwell Contracting, Inc. 401(k) match · 2024
Employer contribution per active participant$2,767
Median for plans this size$2,416
2024$2,767 per active participant
2023$2,711 per active participant
2022$2,619 per active participant

J.B. Coxwell Contracting, Inc.'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 · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$2,850
MAI CAPITAL MANAGEMENT LLC · Investment advisory (participants)$49,218
WILSHIRE ASSOCIATES INC · Investment advisory (participants)$3,281

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$96,486 · 0.60%
2023$73,817 · 0.59%
2022$66,051 · 0.54%
Same employer
Similar plansConstruction · Florida
Homes by West Bay, LLC FL$19.2M · 0.47%
Advanced Roofing, Inc. FL$18.6M · 0.05%
Southern Hvac Corporation FL$18.2M · 0.72%
Southern Erectors, Inc. FL$16.7M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 593666875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.