Plan Ledger DOL Form 5500 · updated monthly

Jacmel Jewelry, Inc.401(k)

JACMEL JEWELRY, INC SAVINGS & RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Jacmel Jewelry, Inc. reported $6,435 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $492 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 0.02% to 0.05%. 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 among the smaller plans on file in New York (2,970th of 5,648), and 2,368th of 4,246 in wholesale trade. In 2024, employees put in $11.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,962,936
Participants with balances100
Active participants105
Employer contributions$51,693
Employee contributions$597,880
Employer contribution per active participant$492
Average account balance$149,629
Benefits paid to participants$802,857
Plan auditUnmodified (clean) audit opinion
AuditorLM COHEN & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 100 accts · $52K emplr
2023$13.2M · 104 accts · $53K emplr
2022$10.8M · 107 accts · $50K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,435
Total administrative$6,435
The Jacmel Jewelry, Inc. 401(k) match · 2024
Employer contribution per active participant$492
Median for plans this size$2,416
2024$492 per active participant
2023$539 per active participant
2022$455 per active participant

Jacmel Jewelry, Inc.'s 2024 employer contribution ran below the $2,416 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.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$6,435

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$6,435 · 0.05%
2023$4,622 · 0.04%
2022$2,106 · 0.02%
Same employer
Similar plansWholesale Trade · New York
A.L. George LLC NY$15.8M · 0.05%
Index Exchange USA, LLC NY$15.7M · 0.46%
Leonard Bus Sales, Inc. NY$15.7M · 0.37%
Wm. B. Morse Lumber Co. NY$15.5M · 0.42%
Valentino U.S.A., Inc NY$14.9M · 0.68%
Amerex Group, LLC NY$14.7M · 0.26%
Ba Sports Nutrition, LLC NY$14.6M · 0.19%
Krinos Foods, LLC NY$14.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132914325 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.