Plan Ledger DOL Form 5500 · updated monthly

Jacques Moret, Inc.401(k)

JACQUES MORET, INC. 401(K) PLAN AND TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.29%

Jacques Moret, Inc. reported $117,268 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. 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 0.17% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,524th-largest of 5,648 plans among New York employers on file, and the 3,512th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$42,835,304
Participants with balances328
Active participants235
Employer contributions—
Employee contributions$1,494,021
Employer contribution per active participant—
Average account balance$130,595
Benefits paid to participants$1,862,782
Plan auditUnmodified (clean) audit opinion
AuditorFRENDEL, BROWN & WEISSMAN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.8M · 328 accts
2023$37.6M · 336 accts
2022$32.6M · 329 accts
Administrative expenses, itemized · 2024
Investment management$117,268
Total administrative$117,268
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 · 20246
MORGAN STANLEY GLOBAL BANKING OP$50,000
FRENDEL BROWN WEISSMAN, LLP$35,000
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$17,855
LAIKEN ASSOCIATES INC.$10,145
LAIKEN ASSOC INC · Other servicesindirect comp

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$117,268 · 0.29%
2023$96,334 · 0.27%
2022$58,811 · 0.17%
Same employer
Similar plansManufacturing · New York
Perry's Ice Cream Company NY$44.7M · 0.09%
Rubies II, LLC NY$44.4M · 0.18%
Teijin Holdings USA (Thus) NY$43.1M · 0.03%
Sumitovant Biopharma, Inc. NY$42.6M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132812613 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.