Plan Ledger DOL Form 5500 · updated monthly

Jama Software, Inc401(k)

JAMA SOFTWARE, INC 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Jama Software, Inc reported $102,765 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $8,504 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 0.42% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 276th-largest of 1,021 plans among Oregon employers on file, and the 777th of 2,199 in information & media. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,231,045
Participants with balances312
Active participants191
Employer contributions$1,624,237
Employee contributions$3,071,343
Employer contribution per active participant$8,504
Average account balance$96,894
Benefits paid to participants$2,081,699
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.2M · 312 accts · $1.6M emplr
2023$22.8M · 313 accts · $1.1M emplr
2022$16.8M · 304 accts · $991K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,810
Investment management$98,955
Total administrative$102,765
The Jama Software, Inc 401(k) match · 2024
Employer contribution per active participant$8,504
Median for plans this size$2,416
2024$8,504 per active participant
2023$5,934 per active participant
2022$5,474 per active participant

Jama Software, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$3,810
SHAREBUILDER ADVISOR LLC · Investment advisory (plan)$98,955

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$102,765 · 0.39%
2023$76,951 · 0.39%
2022$75,217 · 0.42%
Same employer
Similar plansInformation & Media · Oregon
Leadventure OR$51.0M
Cascade Utilities, Inc. OR$35.9M · 0.17%
Alpha Media, LLC OR$34.1M · 0.50%
Collegenet, Inc. OR$28.6M · 0.01%
Procare Software LLC OR$26.8M · 0.29%
Revinate LLC OR$23.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208580887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.