Plan Ledger DOL Form 5500 · updated monthly

Jamestown Metal Marine Sales, Inc.401(k)

JAMESTOWN COMPANIES RETIREMENT PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.75%

Jamestown Metal Marine Sales, Inc. reported $97,727 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% of peers. 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 0.75%. 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 1,460th-largest of 3,644 plans among Florida employers on file, and 7,505th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$13,651,411
Participants with balances655
Active participants312
Employer contributions—
Employee contributions$694,707
Employer contribution per active participant—
Average account balance$20,842
Benefits paid to participants$736,651
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 655 accts
2023$12.5M · 542 accts
2022$12.0M · 451 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,870
Investment management$45,691
Trustee / custodial$166
Total administrative$97,727
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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$43,271
FLORIDA RETIREMENT CONS · Recordkeeping · Loan processing$8,600
BANK OF AMERICA NA · Investment advisory (plan)$45,691

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

Recordkeeper by year2
2024FLORIDA RETIREMENT CONS, Transamerica
2023Ascensus, FLORIDA RETIREMENT CONS, Transamerica

This plan has changed recordkeepers within these filings. If you left Jamestown Metal Marine Sales, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$97,727 · 0.75%
2023$84,003 · 0.69%
2022$97,261 · 0.76%
Same employer
Similar plansManufacturing · Florida
Iradimed Corporation FL$14.9M · 0.04%
Formulated Solutions, LLC FL$14.2M · 0.02%
Vitamedmd, LLC FL$13.7M · 0.56%
Valeda Company LLC FL$13.1M · 0.66%
Merrick Industries, Inc. FL$13.1M · 0.51%
Apyx Medical Corporation FL$13.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112311182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.