Plan Ledger DOL Form 5500 · updated monthly

Jamison Services Inc401(k)

JAMISON SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Jamison Services Inc reported $16,624 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,444 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 rose from 0.04% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (6,483rd of 9,483), and 1,372nd of 2,096 in real estate & leasing. In 2024, employees put in $2.73 for every $1.00 the employer contributed; active participation has shrunk from 121 to 106 since 2022.

Plan summary
Net assets, end of year$6,532,610
Participants with balances264
Active participants106
Employer contributions$153,021
Employee contributions$417,264
Employer contribution per active participant$1,444
Average account balance$24,745
Benefits paid to participants$192,906
Plan auditUnmodified (clean) audit opinion
AuditorK A L L ACCOUNTANCY CORPORATION
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 264 accts · $153K emplr
2023$5.2M · 257 accts · $146K emplr
2022$4.1M · 261 accts · $155K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,317
Investment management$14,447
Trustee / custodial$860
Total administrative$16,624
The Jamison Services Inc 401(k) match · 2024
Employer contribution per active participant$1,444
Median for plans this size$1,313
2024$1,444 per active participant
2023$1,327 per active participant
2022$1,280 per active participant

Jamison Services Inc's 2024 employer contribution ran above the $1,313 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 · 20241
UBS FINANCIAL SERVICES, INC.RPCS · Investment advisory (participants)$14,447

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$16,624 · 0.28%
2023$7,595 · 0.16%
2022$1,525 · 0.04%
Same employer
Similar plansReal Estate & Leasing · California
Pacific Storage Company CA$6.8M · 0.29%
Pacific AG Rentals, LLC CA$6.7M · 1.01%
Umro Realty Corp. CA$6.7M · 0.01%
Egomotion Corp. CA$6.7M · 0.43%
Dft Inc. CA$6.5M · 0.40%
Spruce Grove, Inc. CA$6.3M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571143223 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.