Plan Ledger DOL Form 5500 · updated monthly

J. M. Bozeman Enterprises, Inc.401(k)

J. M. BOZEMAN ENTERPRISES, INC. 401(K) PLAN · MALVERN, AR · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

J. M. Bozeman Enterprises, Inc. reported $5,375 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $610 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 0.09% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Arkansas (336th of 456), and 1,761st of 2,677 in transportation & warehousing. In 2024, employees put in $2.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,162,024
Participants with balances130
Active participants255
Employer contributions$155,570
Employee contributions$363,644
Employer contribution per active participant$610
Average account balance$32,016
Benefits paid to participants$529,577
Plan auditUnmodified (clean) audit opinion
AuditorWELCH, COUCH, & COMPNANY, PA
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 130 accts · $156K emplr
2023$3.7M · 137 accts · $182K emplr
2022$3.1M · 140 accts · $165K emplr
The J. M. Bozeman Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$610
Median for plans this size$1,313
2024$610 per active participant
2023$710 per active participant
2022$651 per active participant

J. M. Bozeman Enterprises, Inc.'s 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$5,375 · 0.14%
2023$3,850 · 0.11%
2022$3,175 · 0.09%
Same employer
Similar plansTransportation & Warehousing · Arkansas
Frez-N-Stor, Inc. AR$5.6M · 0.47%
Cal Ark International Inc AR$5.6M · 0.60%
Rich Logistics AR$4.4M · 1.66%
Etw Enterprises, Inc. AR$650K · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710793001 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.