What are the fees in the Jacky W. Jones Ford, Inc. 401(k) plan?

For plan year 2022, Jacky W. Jones Ford, Inc. reported $39,486 in plan administrative expenses, or 0.99% of average plan assets — higher than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Jacky W. Jones Ford, Inc. 401(k)?

The average participant account balance was $25,945 for plan year 2022, based on 81 accounts.

Jacky W. Jones Ford, Inc.401(k)

Name: Jacky W. Jones Ford, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

JACKY JONES RETIREMENT PLAN · CLEVELAND, GA · plan year 2022

Reported admin expense ratio · 2022

0.99%

Jacky W. Jones Ford, Inc. reported $39,486 in plan administrative expenses for 2022: 0.99% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Georgia (1,934th of 2,160), and 4,638th of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,101,556
Participants with balances81
Active participants258
Employer contributions—
Employee contributions$235,372
Employer contribution per active participant—
Average account balance$25,945
Benefits paid to participants$3,343,224
Plan auditUnmodified (clean) audit opinion
AuditorGREGG AND CO., P.A.

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$38,259

Professional / advisory$1,227

Total administrative$39,486

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$39,486 · 0.99%

Similar plansRetail Trade · Georgia
Golden Pantry Food Stores, Inc. GA$2.4M · 1.76%
Crews Enterprises, Inc GA$2.4M · 0.18%
Curtis Corp GA$2.3M · 0.98%
Cfc of Georgia, Inc. dba Nam Dae Mun GA$2.3M · 1.37%
Classic Cadillac Atlanta Corp GA$1.9M · 0.07%
Gas Express, LLC GA$1.8M · 3.47%
Pjt, Inc. GA$1.8M · 0.85%
Carriage Management, LLC GA$1.5M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581680800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.