Plan Ledger DOL Form 5500 · updated monthly

Jamestown Management Corp.401(k)

JAMESTOWN 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Jamestown Management Corp. reported $234,871 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,964 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 3 years on file its reported administrative ratio has held roughly steady near 0.274%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 306th-largest of 2,160 plans among Georgia employers on file, and the 147th of 2,096 in real estate & leasing. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 389 to 544 since 2022.

Plan summary
Net assets, end of year$90,187,847
Participants with balances640
Active participants544
Employer contributions$2,700,204
Employee contributions$4,430,101
Employer contribution per active participant$4,964
Average account balance$140,919
Benefits paid to participants$11,014,169
Plan auditUnmodified (clean) audit opinion
AuditorMOORE COLSON & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$90.2M · 640 accts · $2.7M emplr
2023$81.2M · 547 accts · $3.4M emplr
2022$66.8M · 553 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,171
Investment management$116,700
Total administrative$234,871
The Jamestown Management Corp. 401(k) match · 2024
Employer contribution per active participant$4,964
Median for plans this size$3,635
2024$4,964 per active participant
2023$9,159 per active participant
2022$8,049 per active participant

Jamestown Management Corp.'s 2024 employer contribution ran above the $3,635 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
CANNON FINANCIAL STRATEGISTS, INC. · Investment advisory (plan)$118,290
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$118,171

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$234,871 · 0.27%
2023$195,554 · 0.26%
2022$188,163 · 0.27%
Same employer
Similar plansReal Estate & Leasing · Georgia
Randstad North America GA$674.3M · 0.14%
Gables Residential Services GA$103.9M · 0.27%
Trimont LLC GA$74.6M · 0.12%
Cortland Holdings, LLC GA$57.1M · 0.79%
Cousins Employees, LLC GA$51.1M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 581745153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.