Plan Ledger DOL Form 5500 · updated monthly

J.J. Taylor Companies, Inc.401(k)

J.J. TAYLOR COMPANIES, INC. PROFIT SHARING RETIREMENT PLAN · JUPITER, FL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

J.J. Taylor Companies, Inc. reported $169,143 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,802 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 0.25% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 261st-largest of 3,644 plans among Florida employers on file, and the 334th of 4,246 in wholesale trade. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 780 to 1,196 since 2022.

Plan summary
Net assets, end of year$132,361,655
Participants with balances1,434
Active participants1,196
Employer contributions$3,351,535
Employee contributions$6,240,936
Employer contribution per active participant$2,802
Average account balance$92,302
Benefits paid to participants$12,103,638
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$132.4M · 1,434 accts · $3.4M emplr
2023$99.8M · 1,071 accts · $2.1M emplr
2022$91.0M · 1,101 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,315
Investment management$68,828
Total administrative$169,143
The J.J. Taylor Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$2,802
Median for plans this size$3,635
2024$2,802 per active participant
2023$2,727 per active participant
2022$3,115 per active participant

J.J. Taylor Companies, Inc.'s 2024 employer contribution ran below the $3,635 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
EMPOWER ADVISORY GROUP, LLC · Investment management$64,411
LPL FINANCIAL · Investment advisory (plan)$4,417

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$169,143 · 0.15%
2023$143,661 · 0.15%
2022$257,413 · 0.25%
Same employer
Similar plansWholesale Trade · Florida
Ravago Americas, LLC FL$273.9M · 0.10%
Intertape Polymer Corp. FL$216.2M · 0.11%
Team Horner Group, Inc. FL$174.6M · 0.00%
Amalie Oil Company FL$77.0M · 0.23%
Yara North America, Inc. FL$76.1M · 0.08%
Kls Martin L.P. FL$70.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042234512 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.