Plan Ledger DOL Form 5500 · updated monthly

Jaeger Lumber & Supply Company, Inc401(k)

JAEGER LUMBER & SUPPLY COMPANY, INC. 401K PROFIT SHARING PLAN · UNION, NJ · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Jaeger Lumber & Supply Company, Inc reported $30,455 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $3,343 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 0.19% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 979th-largest of 2,419 plans among New Jersey employers on file, and the 1,285th of 5,215 in retail trade. In 2024, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,385,200
Participants with balances178
Active participants131
Employer contributions$437,918
Employee contributions$692,221
Employer contribution per active participant$3,343
Average account balance$131,378
Benefits paid to participants$1,699,466
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.4M · 178 accts · $438K emplr
2023$21.0M · 173 accts · $460K emplr
2022$18.0M · 180 accts · $324K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,455
Total administrative$30,455
The Jaeger Lumber & Supply Company, Inc 401(k) match · 2024
Employer contribution per active participant$3,343
Median for plans this size$2,416
2024$3,343 per active participant
2023$3,566 per active participant
2022$2,655 per active participant

Jaeger Lumber & Supply Company, Inc's 2024 employer contribution ran above the $2,416 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 · 20242
THE MANDMARBLESTONE GROUP LLC · Contract administrator$30,455
CAPITAL RESEARCH AND MANAGEMENT COM$4,410

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$30,455 · 0.14%
2023$28,632 · 0.15%
2022$37,900 · 0.19%
Similar plansRetail Trade · New Jersey
Celebrity Motor Cars LLC NJ$26.2M · 0.31%
Ynap Corporation NJ$25.3M · 0.39%
World Finer Foods LLC NJ$24.1M · 0.06%
H Mart Inc. NJ$22.7M · 0.78%
J.R. Group, Inc. NJ$21.8M · 0.01%
Builders General Supply NJ$21.6M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221016175 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.