Plan Ledger DOL Form 5500 · updated monthly

Jardon & Howard Technologies, Inc.Profit-sharing plan

JARDON & HOWARD TECHNOLOGIES, INC. RETIREMENT PLAN · ORLANDO, FL · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Jardon & Howard Technologies, Inc. reported $1,761 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $700 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 0.02% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (1,875th of 3,644), and 8,262nd of 11,654 in professional & technical services. In 2023, employees put in $3.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,182,850
Participants with balances183
Active participants150
Employer contributions$105,022
Employee contributions$358,013
Employer contribution per active participant$700
Average account balance$50,180
Benefits paid to participants$875,744
Plan auditUnmodified (clean) audit opinion
AuditorPURVIS, GRAY & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 80 accts · $80K emplr
2023$9.2M · 183 accts · $105K emplr
2022$8.1M · 171 accts · $111K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,150
Investment management$561
Total administrative$1,761
Employer contributions to the Jardon & Howard Technologies, Inc. plan · 2023
Employer contribution per active participant$700
Median for plans this size$1,308
2024$874 per active participant
2023$700 per active participant
2022$669 per active participant

Jardon & Howard Technologies, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$1,483
RAYMOND JAMES FINANCIAL SERVICES ADindirect comp

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$6,785 · 0.12%
2023$1,761 · 0.02%
2022$1,606 · 0.02%
Same employer
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Lgm Pharma LLC FL$9.3M · 0.40%
Continuumcloud, LLC FL$9.3M · 0.52%
Innovative Reasoning LLC FL$9.3M · 0.55%
Voxtur Analytics US Corp. FL$9.2M · 0.61%
USA Environmental, Inc. FL$9.1M · 0.26%
Beast Code, LLC FL$9.1M · 0.51%
M2GEN, Corp. FL$9.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593033129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.